Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 96 |
| 1 month | -0.014 | 0 | 98 |
| 3 months | -0.040 | 0 | 97 |
| 1 year | -0.087 | 0 | 100 |
| 3 years | -0.105 | 0 | 100 |
| 5 years | -0.119 | 0 | 100 |
| 10 years | -0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.051 | — |
| 2023 | 0.088 | — |
| 2022 | -0.399 | — |
| 2021 | -0.098 | — |
| 2020 | 0.134 | — |
| 2019 | 0.156 | — |
| 2018 | 0.046 | — |
| 2017 | -0.013 | — |
| 2016 | 0.116 | — |
| 2015 | -0.016 | — |
| 2014 | 0.331 | — |
| 2013 | -0.059 | — |
| 2012 | 0.141 | — |
| 2011 | 0.084 | — |
| 2010 | 0.040 | — |
| 2009 | 0.009 | — |
| 2008 | 0.126 | — |
| 2007 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | 0.010 | — | — |
| 2024 | -0.029 | -0.054 | 0.052 | -0.018 |
| 2023 | 0.035 | 0.001 | -0.108 | 0.178 |
| 2022 | -0.111 | -0.206 | -0.096 | -0.058 |
| 2021 | -0.091 | -0.016 | 0.000 | 0.008 |
| 2020 | 0.038 | 0.039 | 0.035 | 0.017 |
| 2019 | 0.070 | 0.081 | 0.089 | -0.082 |
| 2018 | 0.029 | 0.012 | -0.015 | 0.020 |
| 2017 | -0.044 | 0.009 | 0.006 | 0.017 |
| 2016 | 0.127 | 0.095 | -0.005 | -0.092 |
| 2015 | 0.155 | -0.174 | 0.055 | -0.022 |
| 2014 | 0.065 | 0.065 | 0.074 | 0.093 |
| 2013 | -0.013 | -0.034 | -0.012 | -0.001 |
| 2012 | 0.015 | 0.027 | 0.055 | 0.037 |
| 2011 | -0.029 | 0.013 | 0.091 | 0.010 |
| 2010 | 0.041 | 0.023 | 0.070 | -0.087 |
| 2009 | -0.033 | -0.010 | 0.062 | -0.008 |
| 2008 | 0.014 | -0.042 | 0.039 | 0.115 |
| 2007 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.087 |
| 3 years | -0.105 |
| 5 years | -0.119 |
| 10 years | -0.027 |