Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 89 |
| 1 month | -0.023 | 0 | 91 |
| 3 months | -0.055 | 0 | 90 |
| 1 year | -0.003 | 0 | 83 |
| 3 years | -0.039 | 0 | 94 |
| 5 years | 0.002 | 0 | 85 |
| 10 years | 0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | -0.033 | — |
| 2022 | -0.115 | — |
| 2021 | 0.012 | — |
| 2020 | 0.110 | — |
| 2019 | 0.048 | — |
| 2018 | -0.038 | — |
| 2017 | 0.030 | — |
| 2016 | 0.040 | — |
| 2015 | 0.043 | — |
| 2014 | 0.076 | — |
| 2013 | 0.052 | — |
| 2012 | 0.065 | — |
| 2011 | -0.078 | — |
| 2010 | 0.042 | — |
| 2009 | 0.075 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.032 | -0.006 | 0.047 | -0.016 |
| 2023 | -0.032 | -0.036 | -0.044 | 0.085 |
| 2022 | -0.013 | -0.049 | -0.049 | -0.009 |
| 2021 | 0.005 | 0.001 | 0.004 | 0.002 |
| 2020 | -0.051 | 0.058 | 0.027 | 0.076 |
| 2019 | -0.004 | 0.008 | 0.012 | 0.031 |
| 2018 | -0.005 | 0.009 | -0.020 | -0.022 |
| 2017 | 0.008 | -0.006 | 0.020 | 0.008 |
| 2016 | -0.013 | 0.033 | 0.007 | 0.013 |
| 2015 | 0.079 | -0.010 | -0.011 | -0.013 |
| 2014 | 0.051 | 0.002 | 0.002 | 0.020 |
| 2013 | 0.032 | -0.061 | 0.035 | 0.049 |
| 2012 | 0.042 | -0.044 | 0.040 | 0.028 |
| 2011 | -0.012 | -0.030 | -0.027 | -0.011 |
| 2010 | 0.025 | -0.031 | 0.013 | 0.036 |
| 2009 | -0.042 | 0.046 | 0.058 | 0.013 |
| 2008 | -0.027 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | -0.054 |
| 5 years | -0.007 |
| 10 years | -0.002 |