Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 24 |
| 1 month | 0.001 | 0 | 69 |
| 3 months | -0.018 | 0 | 33 |
| 1 year | -0.033 | 0 | 61 |
| 3 years | -0.019 | 0 | 62 |
| 5 years | 0.078 | 0 | 62 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.011 | — |
| 2023 | -0.037 | — |
| 2022 | -0.097 | — |
| 2021 | 0.278 | — |
| 2020 | 0.241 | — |
| 2019 | 0.203 | — |
| 2018 | -0.075 | — |
| 2017 | 0.040 | — |
| 2016 | 0.011 | — |
| 2015 | 0.165 | — |
| 2014 | 0.017 | — |
| 2013 | 0.167 | — |
| 2012 | 0.111 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.043 | 0.021 | 0.022 | -0.091 |
| 2023 | 0.038 | -0.080 | -0.015 | 0.024 |
| 2022 | -0.096 | -0.060 | -0.013 | 0.076 |
| 2021 | 0.158 | 0.037 | 0.038 | 0.025 |
| 2020 | -0.159 | 0.205 | 0.138 | 0.076 |
| 2019 | 0.131 | -0.001 | 0.017 | 0.047 |
| 2018 | -0.023 | 0.069 | 0.015 | -0.128 |
| 2017 | -0.011 | 0.052 | 0.039 | -0.038 |
| 2016 | -0.069 | 0.027 | 0.014 | 0.042 |
| 2015 | 0.126 | 0.017 | -0.059 | 0.081 |
| 2014 | 0.022 | 0.030 | -0.062 | 0.029 |
| 2013 | 0.090 | -0.030 | 0.094 | 0.008 |
| 2012 | 0.088 | -0.057 | 0.060 | 0.021 |
| 2011 | -0.046 | -0.176 | 0.122 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.019 |
| 5 years | 0.078 |
| 10 years | 0.053 |