Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 7 |
| 1 month | -0.018 | 0 | 63 |
| 3 months | -0.012 | 0 | 6 |
| 1 year | 0.012 | 0 | 75 |
| 3 years | -0.025 | 0 | 98 |
| 5 years | -0.038 | 0 | 100 |
| 10 years | -0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | -0.042 | — |
| 2022 | -0.142 | — |
| 2021 | -0.042 | — |
| 2020 | -0.142 | — |
| 2019 | 0.019 | — |
| 2018 | -0.164 | — |
| 2017 | 0.062 | — |
| 2016 | -0.001 | — |
| 2015 | -0.067 | — |
| 2014 | 0.016 | — |
| 2013 | 0.102 | — |
| 2012 | 0.116 | — |
| 2011 | -0.110 | — |
| 2010 | -0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.072 | -0.026 | 0.008 | 0.004 |
| 2023 | 0.024 | -0.021 | -0.007 | -0.038 |
| 2022 | -0.047 | -0.064 | -0.053 | 0.015 |
| 2021 | 0.012 | 0.007 | -0.022 | -0.038 |
| 2020 | -0.138 | 0.013 | -0.022 | 0.004 |
| 2019 | 0.054 | -0.014 | -0.019 | -0.001 |
| 2018 | -0.031 | -0.006 | 0.004 | -0.136 |
| 2017 | 0.032 | 0.002 | 0.011 | 0.016 |
| 2016 | -0.039 | 0.003 | 0.027 | 0.009 |
| 2015 | -0.030 | -0.037 | -0.039 | 0.039 |
| 2014 | -0.012 | 0.041 | -0.009 | -0.003 |
| 2013 | 0.057 | -0.060 | 0.047 | 0.060 |
| 2012 | 0.101 | -0.054 | 0.084 | -0.012 |
| 2011 | 0.043 | -0.102 | -0.149 | 0.116 |
| 2010 | 0.028 | -0.151 | 0.030 | 0.092 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.039 |
| 3 years | -0.042 |
| 5 years | -0.048 |
| 10 years | -0.051 |