Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 1 |
| 1 month | 0.007 | 0 | 2 |
| 3 months | 0.050 | 0 | 1 |
| 1 year | -0.045 | 0 | 100 |
| 3 years | -0.063 | 0 | 100 |
| 5 years | -0.046 | 0 | 100 |
| 10 years | -0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.137 | — |
| 2023 | -0.004 | — |
| 2022 | -0.075 | — |
| 2021 | -0.059 | — |
| 2020 | -0.050 | — |
| 2019 | -0.023 | — |
| 2018 | -0.012 | — |
| 2017 | -0.002 | — |
| 2016 | 0.037 | — |
| 2015 | -0.054 | — |
| 2014 | 0.016 | — |
| 2013 | 0.010 | — |
| 2012 | 0.155 | — |
| 2011 | -0.033 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.050 | — | — | — |
| 2024 | -0.051 | -0.047 | 0.093 | -0.127 |
| 2023 | 0.007 | -0.033 | -0.057 | 0.084 |
| 2022 | 0.014 | -0.079 | -0.074 | 0.069 |
| 2021 | -0.030 | -0.001 | -0.022 | -0.006 |
| 2020 | -0.056 | 0.003 | -0.009 | 0.013 |
| 2019 | 0.009 | 0.005 | -0.040 | 0.004 |
| 2018 | 0.004 | -0.031 | 0.004 | 0.012 |
| 2017 | 0.038 | -0.018 | 0.005 | -0.026 |
| 2016 | -0.013 | -0.014 | -0.016 | 0.083 |
| 2015 | 0.004 | -0.008 | -0.074 | 0.027 |
| 2014 | 0.006 | 0.024 | 0.006 | -0.020 |
| 2013 | 0.014 | -0.031 | 0.007 | 0.020 |
| 2012 | 0.073 | -0.012 | 0.051 | 0.037 |
| 2011 | 0.016 | 0.023 | -0.079 | 0.010 |
| 2010 | -0.024 | 0.062 | 0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.102 |
| 3 years | -0.078 |
| 5 years | -0.055 |
| 10 years | -0.039 |