Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 96 |
| 1 month | 0.013 | 0 | 22 |
| 3 months | -0.053 | 0 | 96 |
| 1 year | -0.043 | 0 | 95 |
| 3 years | -0.012 | 0 | 90 |
| 5 years | 0.068 | 0 | 94 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.036 | — |
| 2023 | 0.100 | — |
| 2022 | -0.229 | — |
| 2021 | 0.336 | — |
| 2020 | 0.121 | — |
| 2019 | 0.227 | — |
| 2018 | -0.151 | — |
| 2017 | 0.331 | — |
| 2016 | 0.037 | — |
| 2015 | 0.328 | — |
| 2014 | -0.028 | — |
| 2013 | 0.458 | — |
| 2012 | 0.076 | — |
| 2011 | -0.224 | — |
| 2010 | -0.030 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.021 | -0.020 | -0.012 | -0.025 |
| 2023 | 0.060 | 0.004 | -0.085 | 0.130 |
| 2022 | -0.134 | -0.120 | -0.085 | 0.105 |
| 2021 | 0.068 | 0.130 | 0.038 | 0.066 |
| 2020 | -0.214 | 0.172 | 0.097 | 0.109 |
| 2019 | 0.122 | 0.010 | 0.001 | 0.082 |
| 2018 | -0.007 | 0.003 | 0.001 | -0.149 |
| 2017 | 0.199 | 0.038 | 0.102 | -0.030 |
| 2016 | -0.063 | -0.013 | 0.054 | 0.064 |
| 2015 | 0.282 | -0.015 | -0.049 | 0.106 |
| 2014 | 0.138 | -0.059 | -0.076 | -0.017 |
| 2013 | 0.049 | 0.081 | 0.137 | 0.131 |
| 2012 | 0.083 | -0.077 | 0.041 | 0.034 |
| 2011 | 0.034 | -0.030 | -0.169 | -0.069 |
| 2010 | 0.009 | -0.100 | 0.048 | 0.019 |
| 2009 | 0.121 | -0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | -0.012 |
| 5 years | 0.068 |
| 10 years | 0.060 |