Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 24 |
| 1 month | 0.002 | 0 | 13 |
| 3 months | -0.116 | 0 | 96 |
| 1 year | -0.022 | 0 | 69 |
| 3 years | -0.010 | 0 | 99 |
| 5 years | 0.066 | 0 | 100 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.003 | — |
| 2022 | -0.199 | — |
| 2021 | 0.223 | — |
| 2020 | 0.246 | — |
| 2019 | 0.336 | — |
| 2018 | -0.011 | — |
| 2017 | 0.057 | — |
| 2016 | 0.080 | — |
| 2015 | 0.113 | — |
| 2014 | 0.190 | — |
| 2013 | 0.277 | — |
| 2012 | 0.159 | — |
| 2011 | -0.175 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.048 | -0.004 | 0.032 | -0.063 |
| 2023 | 0.023 | 0.004 | -0.098 | 0.083 |
| 2022 | -0.142 | -0.163 | -0.006 | 0.123 |
| 2021 | 0.036 | 0.038 | 0.013 | 0.122 |
| 2020 | -0.193 | 0.199 | 0.201 | 0.073 |
| 2019 | 0.134 | 0.077 | 0.007 | 0.086 |
| 2018 | 0.003 | 0.034 | 0.077 | -0.114 |
| 2017 | 0.067 | 0.033 | 0.006 | -0.048 |
| 2016 | -0.019 | -0.021 | 0.069 | 0.052 |
| 2015 | 0.172 | -0.028 | -0.065 | 0.044 |
| 2014 | 0.091 | 0.042 | -0.013 | 0.061 |
| 2013 | 0.079 | -0.010 | 0.141 | 0.048 |
| 2012 | 0.117 | -0.078 | 0.076 | 0.046 |
| 2011 | -0.008 | -0.032 | -0.223 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | -0.010 |
| 5 years | 0.066 |
| 10 years | 0.055 |