Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | — |
| 1 month | 0.016 | 0 | — |
| 3 months | 0.032 | 0 | — |
| 1 year | 0.099 | 0 | — |
| 3 years | 0.073 | 0 | — |
| 5 years | 0.059 | 0 | — |
| 10 years | 0.069 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.068 | — |
| 2022 | 0.019 | — |
| 2021 | 0.027 | — |
| 2020 | 0.101 | — |
| 2019 | 0.098 | — |
| 2018 | 0.079 | — |
| 2017 | 0.038 | — |
| 2016 | 0.084 | — |
| 2015 | 0.082 | — |
| 2014 | 0.107 | — |
| 2013 | 0.084 | — |
| 2012 | 0.103 | — |
| 2011 | 0.080 | — |
| 2010 | 0.037 | — |
| 2009 | 0.098 | — |
| 2008 | 0.145 | — |
| 2007 | 0.062 | — |
| 2006 | -0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.023 | 0.018 | 0.027 | 0.013 |
| 2023 | 0.019 | 0.024 | 0.009 | 0.015 |
| 2022 | 0.004 | -0.025 | 0.021 | 0.019 |
| 2021 | -0.006 | 0.009 | 0.019 | 0.005 |
| 2020 | 0.013 | 0.056 | 0.000 | 0.029 |
| 2019 | 0.015 | 0.026 | 0.037 | 0.017 |
| 2018 | 0.019 | -0.008 | 0.016 | 0.050 |
| 2017 | 0.016 | 0.015 | 0.012 | -0.005 |
| 2016 | 0.020 | 0.019 | 0.027 | 0.015 |
| 2015 | 0.023 | 0.017 | 0.020 | 0.020 |
| 2014 | 0.024 | 0.028 | 0.020 | 0.031 |
| 2013 | 0.018 | 0.028 | 0.014 | 0.021 |
| 2012 | 0.022 | 0.024 | 0.024 | 0.029 |
| 2011 | 0.016 | 0.017 | 0.018 | 0.026 |
| 2010 | 0.009 | 0.010 | 0.007 | 0.011 |
| 2009 | 0.045 | 0.027 | 0.015 | 0.008 |
| 2008 | 0.026 | -0.007 | 0.029 | 0.092 |
| 2007 | -0.003 | 0.013 | 0.026 | 0.025 |
| 2006 | -0.011 | -0.007 | 0.014 | 0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.073 |
| 5 years | 0.059 |
| 10 years | 0.069 |