Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 92 |
| 1 month | -0.047 | 0 | 91 |
| 3 months | -0.116 | 0 | 92 |
| 1 year | -0.096 | 0 | 65 |
| 3 years | -0.046 | 0 | 72 |
| 5 years | 0.085 | 0 | 69 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.055 | — |
| 2023 | 0.157 | — |
| 2022 | -0.187 | — |
| 2021 | 0.201 | — |
| 2020 | 0.245 | — |
| 2019 | 0.215 | — |
| 2018 | -0.212 | — |
| 2017 | 0.276 | — |
| 2016 | 0.052 | — |
| 2015 | -0.082 | — |
| 2014 | 0.003 | — |
| 2013 | 0.145 | — |
| 2012 | 0.295 | — |
| 2011 | -0.145 | — |
| 2010 | 0.116 | — |
| 2009 | 0.581 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.035 | -0.072 | 0.108 | -0.112 |
| 2023 | 0.018 | 0.045 | -0.038 | 0.130 |
| 2022 | -0.068 | -0.146 | -0.087 | 0.119 |
| 2021 | 0.116 | 0.016 | -0.013 | 0.073 |
| 2020 | -0.296 | 0.227 | 0.186 | 0.214 |
| 2019 | 0.110 | -0.022 | 0.014 | 0.104 |
| 2018 | 0.044 | 0.000 | -0.030 | -0.223 |
| 2017 | 0.066 | 0.052 | 0.067 | 0.066 |
| 2016 | -0.007 | -0.044 | 0.074 | 0.033 |
| 2015 | 0.012 | -0.015 | -0.134 | 0.063 |
| 2014 | -0.019 | 0.013 | -0.055 | 0.067 |
| 2013 | 0.122 | -0.078 | 0.063 | 0.041 |
| 2012 | 0.126 | -0.049 | 0.114 | 0.086 |
| 2011 | 0.110 | -0.089 | -0.236 | 0.106 |
| 2010 | 0.027 | -0.102 | 0.132 | 0.068 |
| 2009 | -0.135 | 0.306 | 0.247 | 0.122 |
| 2008 | -0.326 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.150 |
| 3 years | -0.065 |
| 5 years | 0.072 |
| 10 years | 0.031 |