Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 7 |
| 1 month | 0.019 | 0 | 67 |
| 3 months | 0.063 | 0 | 7 |
| 1 year | 0.117 | 0 | 12 |
| 3 years | 0.089 | 0 | 46 |
| 5 years | 0.094 | 0 | 47 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.085 | — |
| 2022 | 0.022 | — |
| 2021 | 0.077 | — |
| 2020 | 0.126 | — |
| 2019 | 0.031 | — |
| 2018 | 0.029 | — |
| 2017 | 0.079 | — |
| 2016 | 0.123 | — |
| 2015 | 0.054 | — |
| 2014 | 0.175 | — |
| 2013 | 0.038 | — |
| 2012 | 0.104 | — |
| 2011 | 0.055 | — |
| 2010 | 0.059 | — |
| 2009 | -0.015 | — |
| 2008 | 0.147 | — |
| 2007 | 0.077 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.047 | — | — | — |
| 2024 | 0.029 | 0.028 | 0.036 | -0.017 |
| 2023 | 0.005 | 0.036 | 0.013 | 0.028 |
| 2022 | -0.001 | -0.028 | 0.030 | 0.023 |
| 2021 | 0.007 | 0.019 | 0.045 | 0.004 |
| 2020 | -0.044 | 0.066 | 0.015 | 0.088 |
| 2019 | 0.025 | -0.003 | -0.012 | 0.021 |
| 2018 | -0.001 | -0.003 | 0.006 | 0.028 |
| 2017 | 0.025 | 0.032 | 0.011 | 0.010 |
| 2016 | 0.020 | 0.030 | 0.056 | 0.013 |
| 2015 | 0.026 | -0.004 | 0.028 | 0.003 |
| 2014 | 0.032 | 0.053 | 0.024 | 0.055 |
| 2013 | 0.009 | 0.037 | -0.045 | 0.038 |
| 2012 | 0.024 | 0.023 | 0.031 | 0.023 |
| 2011 | 0.010 | 0.012 | 0.014 | 0.017 |
| 2010 | 0.012 | 0.026 | 0.010 | 0.010 |
| 2009 | -0.057 | 0.028 | 0.003 | 0.013 |
| 2008 | 0.005 | -0.018 | 0.023 | 0.137 |
| 2007 | 0.002 | 0.019 | 0.026 | 0.028 |
| 2006 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.117 |
| 3 years | 0.089 |
| 5 years | 0.094 |
| 10 years | 0.075 |