Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | 0.023 | 0 | — |
| 1 year | 0.048 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0.078 | 0 | — |
| 10 years | 0.073 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.027 | — |
| 2024 | 0.212 | — |
| 2023 | 0.154 | — |
| 2022 | -0.156 | — |
| 2021 | 0.214 | — |
| 2020 | 0.022 | — |
| 2019 | 0.267 | — |
| 2018 | -0.125 | — |
| 2017 | 0.043 | — |
| 2016 | 0.053 | — |
| 2015 | 0.049 | — |
| 2014 | 0.127 | — |
| 2013 | 0.150 | — |
| 2012 | 0.100 | — |
| 2011 | -0.065 | — |
| 2010 | 0.139 | — |
| 2009 | 0.225 | — |
| 2008 | -0.398 | — |
| 2007 | -0.056 | — |
| 2006 | 0.060 | — |
| 2005 | 0.227 | — |
| 2004 | 0.050 | — |
| 2003 | 0.035 | — |
| 2002 | -0.299 | — |
| 2001 | -0.124 | — |
| 2000 | -0.025 | — |
| 1999 | 0.276 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | 0.019 | 0.051 | 0.024 |
| 2024 | 0.099 | 0.029 | 0.006 | 0.066 |
| 2023 | 0.036 | 0.058 | -0.004 | 0.058 |
| 2022 | -0.037 | -0.116 | -0.009 | 0.000 |
| 2021 | 0.079 | 0.047 | 0.015 | 0.059 |
| 2020 | -0.193 | 0.133 | 0.034 | 0.081 |
| 2019 | 0.143 | 0.016 | 0.028 | 0.061 |
| 2018 | -0.054 | 0.059 | 0.031 | -0.153 |
| 2017 | 0.030 | -0.023 | 0.006 | 0.030 |
| 2016 | -0.052 | -0.008 | 0.036 | 0.081 |
| 2015 | 0.121 | -0.038 | -0.102 | 0.084 |
| 2014 | 0.006 | 0.044 | 0.033 | 0.039 |
| 2013 | 0.082 | -0.010 | 0.036 | 0.037 |
| 2012 | 0.069 | -0.018 | 0.052 | -0.004 |
| 2011 | -0.020 | -0.031 | -0.084 | 0.074 |
| 2010 | 0.075 | -0.061 | 0.024 | 0.101 |
| 2009 | -0.077 | 0.145 | 0.104 | 0.050 |
| 2008 | -0.158 | -0.033 | -0.087 | -0.191 |
| 2007 | 0.002 | 0.038 | -0.033 | -0.061 |
| 2006 | 0.032 | -0.063 | 0.053 | 0.041 |
| 2005 | 0.029 | 0.082 | 0.056 | 0.044 |
| 2004 | 0.062 | 0.006 | -0.027 | 0.011 |
| 2003 | -0.081 | 0.076 | 0.026 | 0.019 |
| 2002 | 0.009 | -0.191 | -0.138 | -0.004 |
| 2001 | -0.085 | 0.063 | -0.228 | 0.166 |
| 2000 | 0.064 | -0.034 | 0.057 | -0.103 |
| 1999 | 0.044 | 0.071 | -0.057 | 0.211 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.104 |
| 5 years | 0.070 |
| 10 years | 0.068 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.