Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | 23 |
| 1 month | 0.054 | 0 | 9 |
| 3 months | 0.139 | 0 | 7 |
| 1 year | 0.127 | 0 | 21 |
| 3 years | 0.108 | 0 | 28 |
| 5 years | 0.136 | 0 | 27 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.087 | — |
| 2022 | 0.011 | — |
| 2021 | 0.228 | — |
| 2020 | 0.007 | — |
| 2019 | 0.144 | — |
| 2018 | -0.073 | — |
| 2017 | 0.083 | — |
| 2016 | 0.337 | — |
| 2015 | -0.009 | — |
| 2014 | 0.095 | — |
| 2013 | 0.225 | — |
| 2012 | 0.099 | — |
| 2011 | -0.091 | — |
| 2010 | 0.189 | — |
| 2009 | 0.306 | — |
| 2008 | -0.230 | — |
| 2007 | 0.038 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.063 | — | — |
| 2024 | 0.091 | 0.004 | 0.007 | 0.022 |
| 2023 | 0.002 | 0.020 | 0.033 | 0.029 |
| 2022 | 0.027 | -0.053 | 0.009 | 0.030 |
| 2021 | 0.108 | 0.054 | 0.012 | 0.038 |
| 2020 | -0.206 | 0.157 | -0.018 | 0.116 |
| 2019 | 0.068 | 0.045 | 0.010 | 0.015 |
| 2018 | -0.055 | 0.055 | 0.043 | -0.109 |
| 2017 | 0.046 | -0.014 | 0.000 | 0.051 |
| 2016 | 0.027 | 0.076 | 0.105 | 0.096 |
| 2015 | 0.067 | -0.055 | -0.081 | 0.069 |
| 2014 | 0.014 | 0.029 | 0.021 | 0.028 |
| 2013 | 0.142 | 0.002 | 0.030 | 0.039 |
| 2012 | 0.074 | -0.046 | 0.041 | 0.029 |
| 2011 | 0.013 | 0.008 | -0.158 | 0.058 |
| 2010 | 0.104 | -0.093 | 0.079 | 0.101 |
| 2009 | -0.109 | 0.163 | 0.220 | 0.033 |
| 2008 | -0.082 | -0.051 | -0.064 | -0.057 |
| 2007 | 0.052 | 0.042 | -0.021 | -0.033 |
| 2006 | -0.060 | 0.033 | 0.072 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.108 |
| 5 years | 0.136 |
| 10 years | 0.098 |