Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.074 | 0 | 18 |
| 1 month | 0.034 | 0 | 35 |
| 3 months | 0.090 | 0 | 30 |
| 1 year | 0.101 | 0 | 20 |
| 3 years | 0.086 | 0 | 15 |
| 5 years | 0.081 | 0 | 21 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.097 | — |
| 2022 | -0.090 | — |
| 2021 | 0.138 | — |
| 2020 | 0.047 | — |
| 2019 | 0.147 | — |
| 2018 | -0.077 | — |
| 2017 | 0.113 | — |
| 2016 | 0.148 | — |
| 2015 | 0.017 | — |
| 2014 | 0.042 | — |
| 2013 | 0.162 | — |
| 2012 | 0.102 | — |
| 2011 | -0.100 | — |
| 2010 | 0.132 | — |
| 2009 | 0.212 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.041 | — | — |
| 2024 | 0.051 | 0.025 | 0.012 | 0.013 |
| 2023 | 0.027 | 0.006 | 0.004 | 0.058 |
| 2022 | -0.036 | -0.069 | -0.009 | 0.022 |
| 2021 | 0.022 | 0.047 | 0.017 | 0.046 |
| 2020 | -0.161 | 0.139 | 0.019 | 0.075 |
| 2019 | 0.063 | 0.040 | 0.021 | 0.016 |
| 2018 | -0.043 | 0.041 | 0.014 | -0.087 |
| 2017 | 0.043 | 0.011 | 0.010 | 0.045 |
| 2016 | -0.004 | 0.025 | 0.095 | 0.026 |
| 2015 | 0.063 | -0.030 | -0.070 | 0.060 |
| 2014 | -0.004 | 0.010 | 0.010 | 0.025 |
| 2013 | 0.094 | -0.002 | 0.042 | 0.021 |
| 2012 | 0.077 | -0.056 | 0.046 | 0.037 |
| 2011 | 0.004 | -0.006 | -0.138 | 0.046 |
| 2010 | 0.069 | -0.104 | 0.089 | 0.084 |
| 2009 | -0.107 | 0.098 | 0.199 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.086 |
| 5 years | 0.081 |
| 10 years | 0.065 |