Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.135 | 0 | 15 |
| 1 month | 0.012 | 0 | 11 |
| 3 months | 0.054 | 0 | 19 |
| 1 year | 0.124 | 0 | 14 |
| 3 years | 0.125 | 0 | 15 |
| 5 years | 0.077 | 0 | 25 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.105 | — |
| 2022 | -0.097 | — |
| 2021 | 0.079 | — |
| 2020 | 0.117 | — |
| 2019 | 0.128 | — |
| 2018 | -0.025 | — |
| 2017 | 0.061 | — |
| 2016 | 0.035 | — |
| 2015 | 0.062 | — |
| 2014 | 0.103 | — |
| 2013 | 0.129 | — |
| 2012 | 0.083 | — |
| 2011 | -0.026 | — |
| 2010 | 0.108 | — |
| 2009 | 0.231 | — |
| 2008 | -0.223 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.031 | 0.067 | — |
| 2024 | 0.066 | 0.013 | 0.045 | 0.027 |
| 2023 | 0.041 | 0.005 | -0.014 | 0.070 |
| 2022 | -0.041 | -0.097 | 0.004 | 0.039 |
| 2021 | 0.005 | 0.037 | 0.003 | 0.033 |
| 2020 | -0.100 | 0.122 | 0.036 | 0.068 |
| 2019 | 0.074 | 0.017 | 0.011 | 0.022 |
| 2018 | 0.004 | 0.028 | -0.007 | -0.049 |
| 2017 | 0.022 | 0.003 | -0.001 | 0.035 |
| 2016 | -0.012 | 0.022 | 0.035 | -0.010 |
| 2015 | 0.072 | -0.020 | -0.017 | 0.028 |
| 2014 | 0.048 | 0.013 | 0.009 | 0.031 |
| 2013 | 0.035 | -0.002 | 0.029 | 0.062 |
| 2012 | 0.046 | -0.015 | 0.028 | 0.023 |
| 2011 | 0.021 | -0.014 | -0.061 | 0.031 |
| 2010 | 0.019 | -0.037 | 0.078 | 0.048 |
| 2009 | -0.029 | 0.126 | 0.092 | 0.030 |
| 2008 | -0.035 | 0.018 | -0.111 | -0.110 |
| 2007 | -0.002 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.125 |
| 5 years | 0.077 |
| 10 years | 0.067 |
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