Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | 35 |
| 1 month | -0.052 | 0 | 40 |
| 3 months | -0.074 | 0 | 32 |
| 1 year | -0.209 | 0 | 86 |
| 3 years | -0.059 | 0 | 65 |
| 5 years | 0.075 | 0 | 71 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.141 | — |
| 2023 | 0.040 | — |
| 2022 | 0.068 | — |
| 2021 | 0.253 | — |
| 2020 | 0.012 | — |
| 2019 | 0.186 | — |
| 2018 | -0.099 | — |
| 2017 | 0.088 | — |
| 2016 | 0.301 | — |
| 2015 | -0.165 | — |
| 2014 | 0.008 | — |
| 2013 | -0.041 | — |
| 2012 | 0.051 | — |
| 2011 | -0.079 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.017 | -0.056 | 0.039 | -0.139 |
| 2023 | 0.001 | -0.017 | 0.007 | 0.050 |
| 2022 | 0.112 | -0.105 | 0.001 | 0.073 |
| 2021 | 0.132 | 0.043 | -0.010 | 0.072 |
| 2020 | -0.292 | 0.183 | 0.013 | 0.193 |
| 2019 | 0.127 | 0.011 | -0.017 | 0.059 |
| 2018 | -0.079 | 0.110 | 0.009 | -0.126 |
| 2017 | 0.019 | -0.049 | 0.062 | 0.058 |
| 2016 | 0.014 | 0.093 | 0.046 | 0.123 |
| 2015 | 0.056 | -0.047 | -0.183 | 0.016 |
| 2014 | 0.015 | 0.102 | -0.001 | -0.098 |
| 2013 | 0.006 | -0.102 | 0.062 | -0.001 |
| 2012 | 0.053 | -0.053 | 0.080 | -0.024 |
| 2011 | 0 | -0.052 | -0.151 | 0.144 |
| 2010 | 0.153 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.209 |
| 3 years | -0.059 |
| 5 years | 0.075 |
| 10 years | 0.030 |