Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 19 |
| 1 month | 0.019 | 0 | 22 |
| 3 months | 0.039 | 0 | 26 |
| 1 year | 0.114 | 0 | 28 |
| 3 years | 0.080 | 0 | 15 |
| 5 years | 0.067 | 0 | 16 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.067 | — |
| 2022 | 0.027 | — |
| 2021 | 0.035 | — |
| 2020 | 0.121 | — |
| 2019 | 0.106 | — |
| 2018 | 0.075 | — |
| 2017 | 0.039 | — |
| 2016 | 0.141 | — |
| 2015 | 0.080 | — |
| 2014 | 0.153 | — |
| 2013 | 0.044 | — |
| 2012 | 0.112 | — |
| 2011 | 0.082 | — |
| 2010 | 0.056 | — |
| 2009 | 0.086 | — |
| 2008 | 0.085 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.032 | 0.017 | 0.034 | 0.007 |
| 2023 | 0.017 | 0.023 | 0.008 | 0.018 |
| 2022 | 0.005 | -0.013 | 0.016 | 0.019 |
| 2021 | -0.004 | 0.012 | 0.021 | 0.006 |
| 2020 | 0.038 | 0.043 | 0.005 | 0.030 |
| 2019 | 0.023 | 0.033 | 0.024 | 0.021 |
| 2018 | 0.016 | -0.008 | 0.016 | 0.049 |
| 2017 | 0.003 | 0.027 | 0.012 | -0.003 |
| 2016 | 0.026 | 0.023 | 0.062 | 0.023 |
| 2015 | 0.032 | 0.001 | 0.043 | 0.002 |
| 2014 | 0.026 | 0.036 | 0.022 | 0.060 |
| 2013 | 0.023 | 0.040 | -0.042 | 0.025 |
| 2012 | 0.023 | 0.027 | 0.034 | 0.024 |
| 2011 | 0.017 | 0.017 | 0.020 | 0.025 |
| 2010 | 0.017 | 0.020 | 0.005 | 0.012 |
| 2009 | 0.029 | 0.028 | 0.011 | 0.016 |
| 2008 | 0.018 | -0.005 | 0.011 | 0.058 |
| 2007 | 0.001 | 0.000 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.080 |
| 5 years | 0.067 |
| 10 years | 0.079 |