Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 76 |
| 1 month | -0.005 | 0 | 51 |
| 3 months | -0.053 | 0 | 79 |
| 1 year | -0.026 | 0 | 92 |
| 3 years | 0.008 | 0 | 78 |
| 5 years | 0.031 | 0 | 74 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.034 | — |
| 2023 | 0.135 | — |
| 2022 | -0.163 | — |
| 2021 | 0.059 | — |
| 2020 | -0.006 | — |
| 2019 | 0.166 | — |
| 2018 | -0.133 | — |
| 2017 | 0.109 | — |
| 2016 | 0.043 | — |
| 2015 | 0.068 | — |
| 2014 | 0.021 | — |
| 2013 | 0.081 | — |
| 2012 | 0.105 | — |
| 2011 | -0.118 | — |
| 2010 | 0.088 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | 0.050 | -0.025 | 0.007 | 0.003 |
| 2023 | 0.075 | 0.043 | -0.027 | 0.041 |
| 2022 | -0.053 | -0.103 | -0.034 | 0.019 |
| 2021 | 0.034 | 0.028 | -0.019 | 0.015 |
| 2020 | -0.204 | 0.114 | -0.001 | 0.122 |
| 2019 | 0.094 | 0.033 | 0.011 | 0.021 |
| 2018 | -0.023 | 0.014 | -0.016 | -0.110 |
| 2017 | 0.045 | 0.026 | 0.014 | 0.020 |
| 2016 | -0.024 | -0.001 | 0.038 | 0.031 |
| 2015 | 0.077 | 0.022 | -0.048 | 0.018 |
| 2014 | 0.018 | 0.006 | -0.018 | 0.015 |
| 2013 | 0.012 | 0.014 | 0.021 | 0.031 |
| 2012 | 0.074 | -0.020 | 0.024 | 0.026 |
| 2011 | 0.026 | 0.003 | -0.144 | 0.002 |
| 2010 | 0.035 | -0.036 | 0.053 | 0.035 |
| 2009 | 0.091 | 0.078 | 0.068 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.002 |
| 5 years | 0.027 |
| 10 years | 0.013 |