Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | — |
| 1 month | 0.112 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.069 | 0 | — |
| 3 years | 0.173 | 0 | — |
| 5 years | 0.145 | 0 | — |
| 10 years | 0.124 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.083 | — |
| 2024 | 0.169 | — |
| 2023 | 0.292 | — |
| 2022 | 0.026 | — |
| 2021 | 0.248 | — |
| 2020 | 0.088 | — |
| 2019 | 0.085 | — |
| 2018 | -0.019 | — |
| 2017 | 0.250 | — |
| 2016 | 0.069 | — |
| 2015 | 0.002 | — |
| 2014 | 0.543 | — |
| 2013 | 0.029 | — |
| 2012 | 0.423 | — |
| 2011 | -0.261 | — |
| 2010 | 0.243 | — |
| 2009 | 0.837 | — |
| 2008 | -0.601 | — |
| 2007 | 0.652 | — |
| 2006 | 0.277 | — |
| 2005 | 0.367 | — |
| 2004 | 0.179 | — |
| 2003 | 0.739 | — |
| 2002 | 0.114 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.114 | — | — | — |
| 2025 | -0.024 | 0.121 | -0.031 | 0.021 |
| 2024 | 0.062 | 0.109 | 0.059 | -0.063 |
| 2023 | -0.041 | 0.115 | 0.066 | 0.134 |
| 2022 | -0.015 | -0.068 | 0.087 | 0.029 |
| 2021 | 0.044 | 0.067 | 0.091 | 0.026 |
| 2020 | -0.227 | 0.125 | 0.066 | 0.172 |
| 2019 | 0.058 | 0.011 | -0.044 | 0.061 |
| 2018 | -0.032 | 0.007 | 0.001 | 0.005 |
| 2017 | 0.151 | -0.014 | 0.005 | 0.095 |
| 2016 | -0.047 | 0.130 | 0.050 | -0.054 |
| 2015 | -0.003 | -0.020 | -0.005 | 0.031 |
| 2014 | 0.092 | 0.272 | 0.054 | 0.053 |
| 2013 | -0.098 | -0.024 | -0.009 | 0.178 |
| 2012 | 0.226 | 0.014 | 0.079 | 0.062 |
| 2011 | -0.122 | 0.039 | -0.072 | -0.127 |
| 2010 | 0.072 | 0.074 | 0.117 | -0.033 |
| 2009 | -0.075 | 0.487 | 0.220 | 0.094 |
| 2008 | -0.320 | -0.110 | -0.105 | -0.263 |
| 2007 | -0.033 | 0.103 | 0.154 | 0.342 |
| 2006 | 0.155 | -0.115 | 0.111 | 0.124 |
| 2005 | 0.006 | 0.063 | 0.178 | 0.085 |
| 2004 | -0.013 | -0.065 | 0.121 | 0.140 |
| 2003 | -0.062 | 0.202 | 0.250 | 0.233 |
| 2002 | 0.092 | 0.019 | -0.082 | 0.090 |
| 2001 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.173 |
| 5 years | 0.145 |
| 10 years | 0.124 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.