Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 92 |
| 1 month | -0.034 | 0 | 94 |
| 3 months | -0.148 | 0 | 96 |
| 1 year | -0.150 | 0 | 95 |
| 3 years | -0.033 | 0 | 82 |
| 5 years | 0.022 | 0 | 91 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.021 | — |
| 2023 | 0.045 | — |
| 2022 | -0.169 | — |
| 2021 | 0.161 | — |
| 2020 | 0.206 | — |
| 2019 | 0.216 | — |
| 2018 | -0.055 | — |
| 2017 | 0.166 | — |
| 2016 | 0.200 | — |
| 2015 | 0.076 | — |
| 2014 | -0.007 | — |
| 2013 | 0.229 | — |
| 2012 | 0.064 | — |
| 2011 | -0.198 | — |
| 2010 | 0.064 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | — | — | — |
| 2024 | 0.067 | -0.034 | -0.013 | -0.038 |
| 2023 | 0.040 | -0.006 | -0.052 | 0.067 |
| 2022 | -0.104 | -0.130 | 0.028 | 0.037 |
| 2021 | 0.006 | 0.064 | 0.041 | 0.042 |
| 2020 | -0.145 | 0.214 | 0.078 | 0.078 |
| 2019 | 0.092 | 0.084 | -0.006 | 0.033 |
| 2018 | -0.020 | 0.072 | 0.034 | -0.130 |
| 2017 | 0.068 | 0.047 | 0.012 | 0.032 |
| 2016 | 0.016 | 0.059 | 0.093 | 0.021 |
| 2015 | 0.098 | -0.042 | -0.089 | 0.123 |
| 2014 | 0.014 | 0.001 | 0.023 | -0.043 |
| 2013 | 0.148 | -0.015 | 0.030 | 0.055 |
| 2012 | 0.078 | -0.071 | 0.035 | 0.026 |
| 2011 | 0.016 | -0.035 | -0.204 | 0.028 |
| 2010 | 0.062 | -0.105 | 0.028 | 0.088 |
| 2009 | 0.133 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.150 |
| 3 years | -0.033 |
| 5 years | 0.022 |
| 10 years | 0.055 |