Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 33 |
| 1 month | -0.019 | 0 | 75 |
| 3 months | -0.038 | 0 | 20 |
| 1 year | -0.033 | 0 | 99 |
| 3 years | 0.005 | 0 | 95 |
| 5 years | 0.041 | 0 | 90 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.063 | — |
| 2022 | -0.139 | — |
| 2021 | 0.130 | — |
| 2020 | -0.042 | — |
| 2019 | 0.158 | — |
| 2018 | -0.106 | — |
| 2017 | 0.144 | — |
| 2016 | 0.026 | — |
| 2015 | 0.040 | — |
| 2014 | 0.036 | — |
| 2013 | 0.049 | — |
| 2012 | 0.018 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.011 | 0.009 | 0.006 | -0.017 |
| 2023 | 0.022 | -0.019 | 0.012 | 0.048 |
| 2022 | -0.067 | -0.088 | -0.012 | 0.025 |
| 2021 | 0.015 | 0.062 | 0.029 | 0.019 |
| 2020 | -0.267 | 0.152 | 0.018 | 0.114 |
| 2019 | 0.055 | 0.045 | -0.006 | 0.057 |
| 2018 | -0.033 | 0.017 | 0.011 | -0.100 |
| 2017 | 0.063 | 0.016 | 0.019 | 0.040 |
| 2016 | -0.047 | -0.041 | 0.077 | 0.041 |
| 2015 | 0.070 | -0.006 | -0.079 | 0.061 |
| 2014 | 0.007 | -0.001 | 0.006 | 0.023 |
| 2013 | 0.051 | -0.057 | 0.031 | 0.026 |
| 2012 | 0.061 | -0.084 | 0.032 | 0.015 |
| 2011 | -0.091 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | -0.001 |
| 5 years | 0.037 |
| 10 years | 0.013 |