Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 85 |
| 1 month | -0.048 | 0 | 68 |
| 3 months | -0.034 | 0 | 87 |
| 1 year | -0.049 | 0 | 89 |
| 3 years | -0.047 | 0 | 72 |
| 5 years | 0.113 | 0 | 70 |
| 10 years | 0.014 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.007 | — |
| 2023 | -0.036 | — |
| 2022 | 0.120 | — |
| 2021 | 0.241 | — |
| 2020 | 0.012 | — |
| 2019 | 0.077 | — |
| 2018 | -0.109 | — |
| 2017 | 0.024 | — |
| 2016 | 0.089 | — |
| 2015 | -0.225 | — |
| 2014 | -0.189 | — |
| 2013 | -0.169 | — |
| 2012 | 0.024 | — |
| 2011 | -0.106 | — |
| 2010 | 0.239 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.053 | — | — | — |
| 2024 | 0.027 | 0.007 | 0.005 | -0.044 |
| 2023 | -0.008 | -0.049 | 0.050 | -0.027 |
| 2022 | 0.206 | -0.051 | -0.079 | 0.063 |
| 2021 | 0.064 | 0.127 | 0.012 | 0.022 |
| 2020 | -0.204 | 0.065 | 0.088 | 0.097 |
| 2019 | 0.035 | 0.010 | -0.026 | 0.058 |
| 2018 | -0.017 | -0.002 | -0.022 | -0.070 |
| 2017 | 0.001 | -0.032 | 0.015 | 0.042 |
| 2016 | 0.030 | 0.119 | -0.032 | -0.023 |
| 2015 | -0.059 | 0.029 | -0.128 | -0.081 |
| 2014 | 0.044 | -0.027 | -0.146 | -0.066 |
| 2013 | -0.049 | -0.105 | 0.027 | -0.049 |
| 2012 | 0.069 | -0.068 | 0.116 | -0.079 |
| 2011 | 0.056 | -0.070 | -0.103 | 0.015 |
| 2010 | -0.069 | -0.055 | 0.188 | 0.185 |
| 2009 | 0.130 | 0.079 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | -0.047 |
| 5 years | 0.113 |
| 10 years | 0.014 |