Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 97 |
| 1 month | 0.000 | 0 | 77 |
| 3 months | -0.001 | 0 | 99 |
| 1 year | -0.126 | 0 | 99 |
| 3 years | -0.082 | 0 | 100 |
| 5 years | -0.015 | 0 | 95 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.148 | — |
| 2023 | -0.025 | — |
| 2022 | -0.178 | — |
| 2021 | 0.053 | — |
| 2020 | 0.384 | — |
| 2019 | 0.291 | — |
| 2018 | -0.159 | — |
| 2017 | 0.105 | — |
| 2016 | -0.030 | — |
| 2015 | 0.241 | — |
| 2014 | 0.002 | — |
| 2013 | 0.331 | — |
| 2012 | 0.022 | — |
| 2011 | -0.195 | — |
| 2010 | -0.042 | — |
| 2009 | 0.210 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | -0.005 | — | — |
| 2024 | 0.027 | -0.043 | -0.039 | -0.098 |
| 2023 | 0.025 | -0.026 | -0.090 | 0.073 |
| 2022 | -0.065 | -0.119 | -0.079 | 0.084 |
| 2021 | 0.000 | 0.051 | 0.004 | -0.001 |
| 2020 | -0.079 | 0.148 | 0.130 | 0.158 |
| 2019 | 0.117 | 0.061 | 0.035 | 0.053 |
| 2018 | -0.036 | 0.010 | -0.042 | -0.099 |
| 2017 | 0.048 | 0.038 | 0.016 | 0.001 |
| 2016 | -0.039 | -0.015 | 0.025 | 0.001 |
| 2015 | 0.157 | -0.007 | 0.028 | 0.050 |
| 2014 | 0.023 | 0.034 | -0.023 | -0.031 |
| 2013 | 0.054 | 0.080 | 0.082 | 0.080 |
| 2012 | 0.034 | -0.074 | 0.060 | 0.008 |
| 2011 | 0.070 | -0.006 | -0.172 | -0.086 |
| 2010 | -0.026 | -0.056 | -0.011 | 0.052 |
| 2009 | -0.025 | 0.064 | 0.066 | 0.093 |
| 2008 | -0.108 | -0.218 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.169 |
| 3 years | -0.097 |
| 5 years | -0.025 |
| 10 years | 0.014 |