Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 63 |
| 1 month | -0.053 | 0 | 76 |
| 3 months | -0.023 | 0 | 63 |
| 1 year | 0.071 | 0 | 26 |
| 3 years | 0.055 | 0 | 61 |
| 5 years | 0.018 | 0 | 67 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.102 | — |
| 2024 | 0.054 | — |
| 2023 | 0.056 | — |
| 2022 | -0.129 | — |
| 2021 | 0.082 | — |
| 2020 | 0.034 | — |
| 2019 | 0.097 | — |
| 2018 | -0.085 | — |
| 2017 | 0.073 | — |
| 2016 | 0.020 | — |
| 2015 | 0.004 | — |
| 2014 | 0.056 | — |
| 2013 | 0.088 | — |
| 2012 | 0.095 | — |
| 2011 | -0.053 | — |
| 2010 | 0.068 | — |
| 2009 | 0.155 | — |
| 2008 | -0.242 | — |
| 2007 | 0.010 | — |
| 2006 | 0.064 | — |
| 2005 | 0.114 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.023 | — | — | — |
| 2025 | 0.005 | 0.034 | 0.034 | 0.025 |
| 2024 | 0.036 | 0.006 | 0.022 | -0.010 |
| 2023 | 0.019 | 0.010 | -0.013 | 0.040 |
| 2022 | -0.051 | -0.075 | -0.037 | 0.030 |
| 2021 | 0.031 | 0.027 | 0.002 | 0.020 |
| 2020 | -0.142 | 0.098 | 0.026 | 0.071 |
| 2019 | 0.056 | 0.013 | 0 | 0.025 |
| 2018 | -0.018 | 0.005 | 0.006 | -0.078 |
| 2017 | 0.028 | 0.013 | 0.018 | 0.012 |
| 2016 | -0.021 | 0.002 | 0.026 | 0.012 |
| 2015 | 0.047 | -0.019 | -0.043 | 0.021 |
| 2014 | 0.017 | 0.021 | 0.005 | 0.012 |
| 2013 | 0.037 | -0.009 | 0.026 | 0.031 |
| 2012 | 0.056 | -0.018 | 0.038 | 0.017 |
| 2011 | 0.007 | -0.006 | -0.091 | 0.042 |
| 2010 | 0.033 | -0.031 | 0.030 | 0.035 |
| 2009 | -0.063 | 0.102 | 0.089 | 0.027 |
| 2008 | -0.082 | -0.021 | -0.054 | -0.109 |
| 2007 | 0.007 | 0.031 | -0.014 | -0.014 |
| 2006 | 0.027 | -0.032 | 0.034 | 0.035 |
| 2005 | 0.017 | 0.036 | 0.032 | 0.025 |
| 2004 | -0.004 | 0.036 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.041 |
| 5 years | 0.010 |
| 10 years | 0.023 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.