Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 62 |
| 1 month | -0.023 | 0 | 30 |
| 3 months | -0.099 | 0 | 24 |
| 1 year | -0.061 | 0 | 60 |
| 3 years | -0.002 | 0 | 91 |
| 5 years | 0.022 | 0 | 90 |
| 10 years | 0.038 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.007 | — |
| 2022 | -0.176 | — |
| 2021 | -0.024 | — |
| 2020 | 0.201 | — |
| 2019 | 0.349 | — |
| 2018 | -0.146 | — |
| 2017 | 0.322 | — |
| 2016 | 0.135 | — |
| 2015 | -0.059 | — |
| 2014 | 0.279 | — |
| 2013 | -0.003 | — |
| 2012 | 0.163 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | — | — | — |
| 2024 | 0.095 | 0.043 | 0.017 | 0.004 |
| 2023 | 0.050 | 0.037 | -0.069 | -0.007 |
| 2022 | -0.096 | -0.055 | -0.047 | 0.012 |
| 2021 | 0.050 | 0.031 | -0.046 | -0.054 |
| 2020 | -0.137 | 0.146 | 0.070 | 0.135 |
| 2019 | 0.164 | 0.029 | 0.038 | 0.084 |
| 2018 | -0.010 | -0.006 | -0.068 | -0.069 |
| 2017 | 0.099 | 0.037 | 0.065 | 0.090 |
| 2016 | -0.046 | 0.063 | 0.116 | 0.003 |
| 2015 | 0.127 | -0.054 | -0.159 | 0.049 |
| 2014 | 0.017 | 0.121 | 0.057 | 0.062 |
| 2013 | 0.006 | -0.037 | -0.019 | 0.050 |
| 2012 | 0.101 | -0.037 | 0.031 | 0.064 |
| 2011 | -0.155 | 0.060 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.108 |
| 3 years | -0.019 |
| 5 years | 0.012 |
| 10 years | 0.033 |