Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.128 | 0 | 39 |
| 1 month | 0.014 | 0 | 47 |
| 3 months | 0.057 | 0 | 19 |
| 1 year | 0.107 | 0 | 43 |
| 3 years | 0.101 | 0 | 48 |
| 5 years | 0.069 | 0 | 64 |
| 10 years | 0.061 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.080 | — |
| 2022 | -0.096 | — |
| 2021 | 0.104 | — |
| 2020 | 0.091 | — |
| 2019 | 0.138 | — |
| 2018 | -0.037 | — |
| 2017 | 0.047 | — |
| 2016 | 0.052 | — |
| 2015 | 0.033 | — |
| 2014 | 0.109 | — |
| 2013 | 0.124 | — |
| 2012 | 0.058 | — |
| 2011 | -0.013 | — |
| 2010 | 0.131 | — |
| 2009 | 0.221 | — |
| 2008 | -0.189 | — |
| 2007 | 0.079 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.039 | 0.055 | — |
| 2024 | 0.039 | 0.002 | 0.046 | 0.039 |
| 2023 | 0.025 | 0.005 | -0.019 | 0.068 |
| 2022 | -0.027 | -0.097 | 0.006 | 0.023 |
| 2021 | 0.005 | 0.048 | 0.004 | 0.044 |
| 2020 | -0.105 | 0.127 | 0.036 | 0.044 |
| 2019 | 0.081 | 0.030 | 0.009 | 0.014 |
| 2018 | -0.007 | 0.033 | -0.003 | -0.058 |
| 2017 | 0.015 | 0.000 | 0.001 | 0.030 |
| 2016 | -0.006 | 0.032 | 0.032 | -0.007 |
| 2015 | 0.075 | -0.012 | -0.035 | 0.008 |
| 2014 | 0.045 | 0.020 | 0.016 | 0.023 |
| 2013 | 0.029 | -0.003 | 0.039 | 0.055 |
| 2012 | 0.027 | -0.012 | 0.036 | 0.006 |
| 2011 | 0.031 | -0.020 | -0.052 | 0.031 |
| 2010 | 0.025 | -0.024 | 0.066 | 0.061 |
| 2009 | 0.012 | 0.105 | 0.070 | 0.020 |
| 2008 | -0.016 | 0.051 | -0.115 | -0.114 |
| 2007 | 0.023 | 0.029 | 0.018 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.101 |
| 5 years | 0.069 |
| 10 years | 0.061 |
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