Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 87 |
| 1 month | 0.017 | 0 | 1 |
| 3 months | -0.001 | 0 | 21 |
| 1 year | 0.009 | 0 | 12 |
| 3 years | -0.057 | 0 | 99 |
| 5 years | -0.063 | 0 | 99 |
| 10 years | -0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.021 | — |
| 2023 | 0.000 | — |
| 2022 | -0.228 | — |
| 2021 | -0.081 | — |
| 2020 | 0.031 | — |
| 2019 | 0.018 | — |
| 2018 | -0.025 | — |
| 2017 | 0.091 | — |
| 2016 | 0.022 | — |
| 2015 | -0.089 | — |
| 2014 | 0.104 | — |
| 2013 | 0.019 | — |
| 2012 | 0.081 | — |
| 2011 | 0.034 | — |
| 2010 | -0.139 | — |
| 2009 | 0.044 | — |
| 2008 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | -0.017 | -0.021 | 0.029 | -0.012 |
| 2023 | 0.027 | -0.020 | -0.035 | 0.030 |
| 2022 | -0.069 | -0.091 | -0.086 | -0.002 |
| 2021 | -0.006 | -0.016 | -0.014 | -0.046 |
| 2020 | -0.020 | 0.017 | 0.024 | 0.011 |
| 2019 | 0.020 | 0.026 | 0.002 | -0.029 |
| 2018 | 0.017 | -0.013 | -0.030 | 0.001 |
| 2017 | -0.016 | 0.027 | 0.052 | 0.027 |
| 2016 | 0.041 | 0.013 | 0.017 | -0.047 |
| 2015 | -0.097 | -0.057 | 0.071 | -0.001 |
| 2014 | 0.028 | 0.027 | 0.023 | 0.022 |
| 2013 | 0.012 | 0.000 | 0.003 | 0.004 |
| 2012 | 0.011 | 0.007 | 0.041 | 0.020 |
| 2011 | 0.019 | -0.046 | 0.063 | 0.001 |
| 2010 | -0.016 | -0.065 | 0.031 | -0.093 |
| 2009 | 0.025 | 0.019 | 0.023 | -0.023 |
| 2008 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | -0.089 |
| 5 years | -0.082 |
| 10 years | -0.031 |