Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | 0.036 | 0 | — |
| 1 year | -0.047 | 0 | — |
| 3 years | -0.099 | 0 | — |
| 5 years | -0.132 | 0 | — |
| 10 years | -0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.076 | — |
| 2023 | -0.085 | — |
| 2022 | -0.345 | — |
| 2021 | -0.489 | — |
| 2020 | 0.495 | — |
| 2019 | 0.437 | — |
| 2018 | -0.247 | — |
| 2017 | 0.591 | — |
| 2016 | -0.087 | — |
| 2015 | 0.057 | — |
| 2014 | 0.000 | — |
| 2013 | 0.242 | — |
| 2012 | -0.109 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.004 | 0.071 | 0.028 | -0.165 |
| 2023 | 0.008 | -0.119 | -0.023 | 0.055 |
| 2022 | -0.215 | 0.009 | -0.266 | 0.126 |
| 2021 | -0.066 | -0.057 | -0.293 | -0.180 |
| 2020 | -0.110 | 0.263 | 0.152 | 0.154 |
| 2019 | 0.357 | 0.010 | -0.043 | 0.096 |
| 2018 | 0.016 | 0.016 | -0.137 | -0.154 |
| 2017 | 0.169 | 0.133 | 0.083 | 0.109 |
| 2016 | -0.065 | -0.022 | 0.101 | -0.093 |
| 2015 | 0.030 | 0.121 | -0.223 | 0.179 |
| 2014 | -0.086 | 0.003 | -0.040 | 0.135 |
| 2013 | -0.008 | -0.014 | 0.136 | 0.117 |
| 2012 | -0.005 | -0.057 | -0.011 | -0.040 |
| 2011 | -0.080 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | -0.099 |
| 5 years | -0.132 |
| 10 years | -0.034 |