Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 59 |
| 1 month | 0.016 | 0 | 28 |
| 3 months | 0.048 | 0 | 49 |
| 1 year | 0.095 | 0 | 64 |
| 3 years | 0.091 | 0 | 69 |
| 5 years | 0.070 | 0 | 60 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.116 | — |
| 2023 | 0.080 | — |
| 2022 | -0.076 | — |
| 2021 | 0.121 | — |
| 2020 | 0.056 | — |
| 2019 | 0.129 | — |
| 2018 | -0.029 | — |
| 2017 | 0.056 | — |
| 2016 | 0.120 | — |
| 2015 | -0.030 | — |
| 2014 | 0.093 | — |
| 2013 | 0.063 | — |
| 2012 | 0.072 | — |
| 2011 | 0.032 | — |
| 2010 | 0.102 | — |
| 2009 | 0.158 | — |
| 2008 | -0.110 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.029 | 0.048 | — |
| 2024 | 0.026 | 0.004 | 0.071 | 0.012 |
| 2023 | 0.028 | 0.003 | -0.032 | 0.082 |
| 2022 | -0.012 | -0.084 | -0.004 | 0.025 |
| 2021 | 0.020 | 0.045 | 0.004 | 0.048 |
| 2020 | -0.085 | 0.074 | 0.025 | 0.048 |
| 2019 | 0.075 | 0.021 | 0.020 | 0.008 |
| 2018 | -0.020 | 0.025 | 0.001 | -0.034 |
| 2017 | 0.018 | 0.003 | 0.004 | 0.030 |
| 2016 | 0.035 | 0.032 | 0.032 | 0.016 |
| 2015 | 0.027 | -0.020 | -0.038 | 0.002 |
| 2014 | 0.037 | 0.033 | 0.008 | 0.012 |
| 2013 | 0.023 | -0.023 | 0.025 | 0.037 |
| 2012 | 0.029 | -0.006 | 0.032 | 0.016 |
| 2011 | 0.028 | 0.001 | -0.028 | 0.032 |
| 2010 | 0.028 | -0.013 | 0.057 | 0.028 |
| 2009 | -0.015 | 0.096 | 0.058 | 0.014 |
| 2008 | 0.000 | 0.023 | -0.053 | -0.082 |
| 2007 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.091 |
| 5 years | 0.070 |
| 10 years | 0.065 |
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