Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 89 |
| 1 month | -0.068 | 0 | 78 |
| 3 months | -0.139 | 0 | 93 |
| 1 year | -0.028 | 0 | 54 |
| 3 years | 0.012 | 0 | 51 |
| 5 years | 0.054 | 0 | 21 |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.047 | — |
| 2022 | 0.019 | — |
| 2021 | 0.159 | — |
| 2020 | 0.031 | — |
| 2019 | 0.096 | — |
| 2018 | 0.008 | — |
| 2017 | -0.065 | — |
| 2016 | 0.054 | — |
| 2015 | 0.100 | — |
| 2014 | 0.142 | — |
| 2013 | 0.003 | — |
| 2012 | 0.015 | — |
| 2011 | -0.006 | — |
| 2010 | 0.099 | — |
| 2009 | 0.098 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.047 | 0.023 | -0.010 | 0.079 |
| 2023 | 0.003 | 0.021 | 0.024 | -0.002 |
| 2022 | 0.022 | -0.011 | 0.071 | -0.059 |
| 2021 | 0.069 | 0.041 | 0.012 | 0.029 |
| 2020 | -0.043 | 0.048 | -0.007 | 0.035 |
| 2019 | 0.062 | -0.003 | 0.037 | -0.002 |
| 2018 | -0.026 | 0.063 | 0.015 | -0.041 |
| 2017 | 0.002 | -0.053 | -0.018 | 0.003 |
| 2016 | -0.057 | 0.031 | 0.008 | 0.076 |
| 2015 | 0.151 | -0.041 | -0.041 | 0.039 |
| 2014 | -0.004 | 0.021 | 0.074 | 0.045 |
| 2013 | 0.033 | -0.021 | -0.012 | 0.004 |
| 2012 | 0.004 | 0.035 | -0.002 | -0.022 |
| 2011 | -0.046 | -0.007 | -0.007 | 0.057 |
| 2010 | 0.072 | 0.049 | -0.067 | 0.048 |
| 2009 | 0.033 | 0.033 | -0.010 | 0.039 |
| 2008 | 0.052 | -0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.057 |
| 3 years | 0.002 |
| 5 years | 0.047 |
| 10 years | 0.031 |