Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 94 |
| 1 month | -0.027 | 0 | 91 |
| 3 months | -0.047 | 0 | 89 |
| 1 year | -0.056 | 0 | 96 |
| 3 years | -0.042 | 0 | 99 |
| 5 years | -0.012 | 0 | 98 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.029 | — |
| 2023 | -0.036 | — |
| 2022 | -0.048 | — |
| 2021 | 0.099 | — |
| 2020 | 0.071 | — |
| 2019 | 0.065 | — |
| 2018 | -0.043 | — |
| 2017 | 0.064 | — |
| 2016 | 0.084 | — |
| 2015 | 0.072 | — |
| 2014 | 0.033 | — |
| 2013 | -0.018 | — |
| 2012 | 0.080 | — |
| 2011 | -0.038 | — |
| 2010 | -0.059 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | — | — | — |
| 2024 | 0.011 | -0.058 | 0.039 | -0.019 |
| 2023 | 0.004 | -0.027 | 0.006 | -0.020 |
| 2022 | -0.040 | -0.047 | 0 | 0.040 |
| 2021 | 0.014 | 0.031 | 0.021 | 0.030 |
| 2020 | 0.017 | 0.019 | 0.020 | 0.012 |
| 2019 | 0.051 | -0.002 | 0.014 | 0.002 |
| 2018 | 0.006 | -0.026 | 0.017 | -0.039 |
| 2017 | 0.061 | -0.015 | -0.002 | 0.020 |
| 2016 | 0.057 | 0.048 | 0.029 | -0.050 |
| 2015 | 0.069 | -0.022 | 0.022 | 0.004 |
| 2014 | -0.008 | 0.083 | 0 | -0.038 |
| 2013 | 0.011 | -0.031 | -0.020 | 0.023 |
| 2012 | 0.030 | -0.016 | 0.042 | 0.022 |
| 2011 | 0.004 | 0.010 | -0.075 | 0.025 |
| 2010 | -0.037 | -0.075 | 0.040 | 0.015 |
| 2009 | -0.017 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.103 |
| 3 years | -0.058 |
| 5 years | -0.022 |
| 10 years | 0.013 |