Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 36 |
| 1 month | -0.051 | 0 | 16 |
| 3 months | -0.045 | 0 | 39 |
| 1 year | -0.094 | 0 | 65 |
| 3 years | -0.090 | 0 | 54 |
| 5 years | 0.075 | 0 | 73 |
| 10 years | -0.017 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.053 | — |
| 2023 | -0.082 | — |
| 2022 | 0.083 | — |
| 2021 | 0.221 | — |
| 2020 | -0.013 | — |
| 2019 | 0.036 | — |
| 2018 | -0.136 | — |
| 2017 | 0.000 | — |
| 2016 | 0.066 | — |
| 2015 | -0.240 | — |
| 2014 | -0.196 | — |
| 2013 | -0.173 | — |
| 2012 | 0.014 | — |
| 2011 | -0.122 | — |
| 2010 | 0.218 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.015 | -0.005 | -0.008 | -0.056 |
| 2023 | -0.020 | -0.060 | 0.037 | -0.039 |
| 2022 | 0.200 | -0.057 | -0.089 | 0.050 |
| 2021 | 0.059 | 0.122 | 0.008 | 0.019 |
| 2020 | -0.211 | 0.060 | 0.082 | 0.091 |
| 2019 | 0.025 | 0.000 | -0.036 | 0.048 |
| 2018 | -0.025 | -0.009 | -0.030 | -0.078 |
| 2017 | -0.005 | -0.037 | 0.010 | 0.034 |
| 2016 | 0.026 | 0.114 | -0.039 | -0.029 |
| 2015 | -0.068 | 0.025 | -0.130 | -0.086 |
| 2014 | 0.041 | -0.027 | -0.148 | -0.069 |
| 2013 | -0.050 | -0.107 | 0.026 | -0.050 |
| 2012 | 0.066 | -0.071 | 0.113 | -0.080 |
| 2011 | 0.051 | -0.072 | -0.107 | 0.008 |
| 2010 | -0.067 | -0.058 | 0.177 | 0.178 |
| 2009 | 0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.094 |
| 3 years | -0.090 |
| 5 years | 0.075 |
| 10 years | -0.017 |