Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 67 |
| 1 month | -0.035 | 0 | 75 |
| 3 months | -0.005 | 0 | 67 |
| 1 year | -0.053 | 0 | 62 |
| 3 years | -0.066 | 0 | 45 |
| 5 years | 0.033 | 0 | 83 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | -0.001 | — |
| 2022 | -0.237 | — |
| 2021 | 0.065 | — |
| 2020 | 0.196 | — |
| 2019 | 0.184 | — |
| 2018 | -0.120 | — |
| 2017 | 0.242 | — |
| 2016 | 0.027 | — |
| 2015 | -0.101 | — |
| 2014 | -0.010 | — |
| 2013 | 0.070 | — |
| 2012 | 0.152 | — |
| 2011 | -0.191 | — |
| 2010 | 0.174 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.033 | -0.033 | 0.109 | -0.113 |
| 2023 | 0.040 | -0.008 | -0.090 | 0.064 |
| 2022 | -0.086 | -0.157 | -0.094 | 0.093 |
| 2021 | 0.026 | 0.060 | -0.023 | 0.003 |
| 2020 | -0.194 | 0.173 | 0.141 | 0.108 |
| 2019 | 0.096 | 0.052 | -0.018 | 0.046 |
| 2018 | -0.024 | 0.001 | 0.040 | -0.134 |
| 2017 | 0.045 | 0.070 | 0.049 | 0.060 |
| 2016 | 0.016 | -0.002 | 0.025 | -0.013 |
| 2015 | 0.002 | 0.042 | -0.155 | 0.019 |
| 2014 | 0.018 | 0.020 | -0.049 | 0.002 |
| 2013 | 0.053 | -0.052 | 0.010 | 0.062 |
| 2012 | 0.111 | -0.050 | 0.046 | 0.043 |
| 2011 | 0.010 | -0.026 | -0.222 | 0.056 |
| 2010 | 0.028 | -0.159 | 0.232 | 0.103 |
| 2009 | 0.155 | 0.148 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | -0.078 |
| 5 years | 0.025 |
| 10 years | 0.008 |