Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 87 |
| 1 month | 0.033 | 0 | 89 |
| 3 months | 0.064 | 0 | 80 |
| 1 year | 0.053 | 0 | 82 |
| 3 years | 0.105 | 0 | 79 |
| 5 years | 0.090 | 0 | 55 |
| 10 years | 0.118 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.123 | — |
| 2024 | 0.068 | — |
| 2023 | 0.163 | — |
| 2022 | -0.229 | — |
| 2021 | 0.405 | — |
| 2020 | 0.156 | — |
| 2019 | 0.376 | — |
| 2018 | -0.014 | — |
| 2017 | 0.076 | — |
| 2016 | 0.084 | — |
| 2015 | 0.070 | — |
| 2014 | 0.201 | — |
| 2013 | 0.220 | — |
| 2012 | 0.167 | — |
| 2011 | -0.163 | — |
| 2010 | 0.195 | — |
| 2009 | 0.509 | — |
| 2008 | -0.355 | — |
| 2007 | -0.009 | — |
| 2006 | 0.250 | — |
| 2005 | 0.289 | — |
| 2004 | 0.150 | — |
| 2003 | 0.338 | — |
| 2002 | -0.383 | — |
| 2001 | -0.113 | — |
| 2000 | -0.131 | — |
| 1999 | 0.590 | — |
| 1998 | 0.172 | — |
| 1997 | 0.279 | — |
| 1996 | 0.376 | — |
| 1995 | 0.194 | — |
| 1994 | 0.046 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.013 | 0.013 | 0.077 |
| 2024 | 0.096 | 0.023 | 0.018 | -0.065 |
| 2023 | 0.089 | 0.045 | -0.085 | 0.116 |
| 2022 | -0.144 | -0.186 | -0.021 | 0.130 |
| 2021 | 0.088 | 0.104 | 0.036 | 0.128 |
| 2020 | -0.192 | 0.183 | 0.152 | 0.049 |
| 2019 | 0.107 | 0.100 | 0.017 | 0.111 |
| 2018 | -0.022 | 0.077 | 0.066 | -0.123 |
| 2017 | 0.047 | 0.038 | 0.018 | -0.027 |
| 2016 | -0.036 | -0.019 | 0.095 | 0.046 |
| 2015 | 0.134 | -0.051 | -0.052 | 0.050 |
| 2014 | 0.091 | 0.033 | -0.012 | 0.077 |
| 2013 | 0.090 | -0.019 | 0.098 | 0.040 |
| 2012 | 0.103 | -0.053 | 0.067 | 0.048 |
| 2011 | -0.024 | -0.002 | -0.198 | 0.071 |
| 2010 | 0.060 | -0.006 | 0.081 | 0.049 |
| 2009 | -0.042 | 0.294 | 0.127 | 0.079 |
| 2008 | -0.104 | -0.081 | -0.073 | -0.155 |
| 2007 | 0.066 | 0.051 | -0.029 | -0.088 |
| 2006 | 0.116 | -0.076 | 0.096 | 0.106 |
| 2005 | 0.037 | 0.071 | 0.074 | 0.081 |
| 2004 | 0.072 | 0.023 | -0.011 | 0.060 |
| 2003 | -0.063 | 0.176 | 0.074 | 0.130 |
| 2002 | -0.035 | -0.226 | -0.270 | 0.131 |
| 2001 | -0.150 | 0.063 | -0.200 | 0.227 |
| 2000 | 0.058 | -0.045 | -0.038 | -0.106 |
| 1999 | 0.068 | 0.114 | 0.017 | 0.314 |
| 1998 | 0.197 | 0.077 | -0.212 | 0.154 |
| 1997 | 0.155 | 0.103 | 0.072 | -0.063 |
| 1996 | 0.076 | 0.071 | 0.047 | 0.140 |
| 1995 | -0.006 | 0.131 | 0.119 | -0.051 |
| 1994 | 0.007 | -0.022 | 0.023 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.105 |
| 5 years | 0.090 |
| 10 years | 0.118 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.