Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.134 | 0 | — |
| 1 year | 0.136 | 0 | — |
| 3 years | 0.136 | 0 | — |
| 5 years | 0.129 | 0 | — |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.223 | — |
| 2023 | 0.223 | — |
| 2022 | -0.212 | — |
| 2021 | 0.270 | — |
| 2020 | 0.153 | — |
| 2019 | 0.267 | — |
| 2018 | -0.079 | — |
| 2017 | 0.187 | — |
| 2016 | 0.096 | — |
| 2015 | 0.003 | — |
| 2014 | 0.126 | — |
| 2013 | 0.306 | — |
| 2012 | 0.136 | — |
| 2011 | 0.004 | — |
| 2010 | 0.117 | — |
| 2009 | 0.236 | — |
| 2008 | -0.385 | — |
| 2007 | 0.031 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | 0.101 | — | — |
| 2024 | 0.101 | 0.037 | 0.052 | 0.019 |
| 2023 | 0.064 | 0.080 | -0.040 | 0.108 |
| 2022 | -0.049 | -0.171 | -0.060 | 0.063 |
| 2021 | 0.060 | 0.082 | 0.002 | 0.106 |
| 2020 | -0.203 | 0.200 | 0.081 | 0.115 |
| 2019 | 0.127 | 0.032 | 0.008 | 0.081 |
| 2018 | -0.017 | 0.026 | 0.068 | -0.145 |
| 2017 | 0.055 | 0.024 | 0.038 | 0.059 |
| 2016 | 0.007 | 0.021 | 0.033 | 0.033 |
| 2015 | 0.004 | 0.001 | -0.066 | 0.069 |
| 2014 | 0.014 | 0.051 | 0.009 | 0.047 |
| 2013 | 0.102 | 0.026 | 0.048 | 0.102 |
| 2012 | 0.122 | -0.036 | 0.059 | -0.008 |
| 2011 | 0.057 | -0.001 | -0.144 | 0.111 |
| 2010 | 0.052 | -0.124 | 0.099 | 0.103 |
| 2009 | -0.120 | 0.153 | 0.151 | 0.058 |
| 2008 | -0.093 | -0.024 | -0.085 | -0.241 |
| 2007 | 0.000 | 0.056 | 0.014 | -0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.136 |
| 5 years | 0.129 |
| 10 years | 0.106 |