Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 81 |
| 1 month | 0.002 | 0 | 59 |
| 3 months | 0.013 | 0 | 68 |
| 1 year | -0.043 | 0 | 71 |
| 3 years | -0.033 | 0 | 90 |
| 5 years | -0.040 | 0 | 94 |
| 10 years | -0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.142 | — |
| 2021 | -0.016 | — |
| 2020 | 0.001 | — |
| 2019 | -0.021 | — |
| 2018 | -0.031 | — |
| 2017 | 0.053 | — |
| 2016 | 0.040 | — |
| 2015 | -0.004 | — |
| 2014 | 0.036 | — |
| 2013 | 0.084 | — |
| 2012 | 0.121 | — |
| 2011 | -0.001 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | -0.015 | — | — | — |
| 2022 | -0.047 | -0.086 | -0.024 | 0.008 |
| 2021 | -0.039 | -0.006 | 0.004 | 0.026 |
| 2020 | -0.077 | 0.019 | -0.002 | 0.066 |
| 2019 | -0.016 | -0.011 | -0.023 | 0.030 |
| 2018 | -0.006 | -0.016 | 0.034 | -0.043 |
| 2017 | 0.022 | 0.016 | 0.006 | 0.008 |
| 2016 | 0.045 | -0.016 | 0.030 | -0.018 |
| 2015 | 0.005 | 0.017 | -0.025 | 0.000 |
| 2014 | -0.013 | 0.055 | 0.025 | -0.029 |
| 2013 | 0.027 | -0.009 | 0.015 | 0.050 |
| 2012 | 0.025 | 0.020 | 0.025 | 0.046 |
| 2011 | 0.000 | -0.008 | -0.032 | 0.040 |
| 2010 | 0.052 | 0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.031 |
| 5 years | -0.040 |
| 10 years | -0.006 |