Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.173 | 0 | 98 |
| 1 month | -0.033 | 0 | 68 |
| 3 months | -0.175 | 0 | 97 |
| 1 year | -0.245 | 0 | 99 |
| 3 years | -0.181 | 0 | 99 |
| 5 years | -0.023 | 0 | 98 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.220 | — |
| 2023 | -0.111 | — |
| 2022 | -0.180 | — |
| 2021 | 0.052 | — |
| 2020 | 0.775 | — |
| 2019 | 0.492 | — |
| 2018 | -0.128 | — |
| 2017 | 0.135 | — |
| 2016 | -0.037 | — |
| 2015 | 0.095 | — |
| 2014 | 0.147 | — |
| 2013 | 0.353 | — |
| 2012 | 0.056 | — |
| 2011 | -0.234 | — |
| 2010 | 0.143 | — |
| 2009 | 0.178 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.145 | — | — | — |
| 2024 | -0.101 | -0.011 | 0.048 | -0.163 |
| 2023 | -0.012 | -0.029 | -0.143 | 0.081 |
| 2022 | -0.063 | -0.139 | 0.045 | -0.028 |
| 2021 | 0.029 | 0.060 | -0.032 | -0.005 |
| 2020 | -0.162 | 0.300 | 0.238 | 0.316 |
| 2019 | 0.204 | 0.078 | 0.047 | 0.098 |
| 2018 | -0.045 | 0.042 | -0.004 | -0.121 |
| 2017 | 0.024 | 0.029 | 0.027 | 0.048 |
| 2016 | -0.079 | 0.000 | 0.045 | 0.000 |
| 2015 | 0.171 | -0.041 | -0.129 | 0.119 |
| 2014 | 0.088 | 0.044 | 0.000 | 0.009 |
| 2013 | 0.131 | 0.011 | 0.134 | 0.043 |
| 2012 | 0.084 | -0.031 | 0.014 | -0.008 |
| 2011 | -0.027 | -0.068 | -0.165 | 0.012 |
| 2010 | 0.050 | -0.008 | -0.008 | 0.105 |
| 2009 | -0.077 | 0.150 | 0.062 | 0.045 |
| 2008 | 0.063 | -0.124 | -0.311 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.275 |
| 3 years | -0.192 |
| 5 years | -0.031 |
| 10 years | 0.010 |