Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 97 |
| 1 month | -0.004 | 0 | 8 |
| 3 months | -0.092 | 0 | 98 |
| 1 year | -0.038 | 0 | 89 |
| 3 years | -0.006 | 0 | 78 |
| 5 years | 0.053 | 0 | 34 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.012 | — |
| 2022 | -0.148 | — |
| 2021 | -0.023 | — |
| 2020 | 0.534 | — |
| 2019 | 0.183 | — |
| 2018 | -0.202 | — |
| 2017 | 0.346 | — |
| 2016 | 0.211 | — |
| 2015 | -0.043 | — |
| 2014 | 0.113 | — |
| 2013 | 0.055 | — |
| 2012 | 0.188 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | — | — | — |
| 2024 | 0.023 | 0.002 | 0.035 | -0.008 |
| 2023 | 0.012 | 0.003 | -0.036 | 0.034 |
| 2022 | -0.116 | -0.030 | -0.009 | 0.003 |
| 2021 | -0.014 | 0.022 | 0.001 | -0.032 |
| 2020 | -0.130 | 0.276 | 0.156 | 0.196 |
| 2019 | 0.083 | 0.044 | -0.006 | 0.053 |
| 2018 | -0.099 | 0.018 | -0.069 | -0.066 |
| 2017 | 0.129 | 0.063 | 0.028 | 0.091 |
| 2016 | 0.033 | 0.086 | 0.142 | -0.054 |
| 2015 | 0.067 | -0.082 | -0.122 | 0.113 |
| 2014 | -0.014 | 0.058 | 0.061 | 0.006 |
| 2013 | 0.097 | -0.059 | 0.000 | 0.022 |
| 2012 | 0.104 | -0.053 | 0.072 | 0.060 |
| 2011 | -0.180 | -0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | -0.006 |
| 5 years | 0.053 |
| 10 years | 0.060 |