Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0.053 | 37 |
| 1 month | -0.052 | -0.042 | 54 |
| 3 months | -0.036 | 0.039 | 37 |
| 1 year | 0.167 | 0.203 | 51 |
| 3 years | 0.171 | 0.065 | 49 |
| 5 years | 0.107 | 0.118 | 50 |
| 10 years | 0.133 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.158 | — |
| 2024 | 0.228 | — |
| 2023 | 0.258 | 0.223 |
| 2022 | -0.189 | -0.170 |
| 2021 | 0.255 | 0.261 |
| 2020 | 0.189 | 0.158 |
| 2019 | 0.305 | 0.288 |
| 2018 | -0.046 | -0.063 |
| 2017 | 0.222 | 0.204 |
| 2016 | 0.115 | 0.104 |
| 2015 | -0.003 | -0.011 |
| 2014 | 0.112 | 0.110 |
| 2013 | 0.334 | 0.315 |
| 2012 | 0.152 | 0.150 |
| 2011 | 0.004 | -0.013 |
| 2010 | 0.160 | 0.140 |
| 2009 | 0.256 | 0.282 |
| 2008 | -0.358 | -0.378 |
| 2007 | 0.039 | 0.062 |
| 2006 | 0.139 | 0.142 |
| 2005 | 0.051 | 0.059 |
| 2004 | 0.102 | 0.100 |
| 2003 | 0.299 | 0.270 |
| 2002 | -0.213 | -0.223 |
| 2001 | -0.104 | -0.135 |
| 2000 | -0.020 | -0.063 |
| 1999 | — | 0.202 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.036 | — | — | — |
| 2025 | -0.044 | 0.100 | 0.074 | 0.025 |
| 2024 | 0.105 | 0.034 | 0.059 | 0.016 |
| 2023 | 0.074 | 0.085 | -0.031 | 0.114 |
| 2022 | -0.056 | -0.161 | -0.047 | 0.073 |
| 2021 | 0.053 | 0.079 | -0.002 | 0.107 |
| 2020 | -0.200 | 0.207 | 0.097 | 0.124 |
| 2019 | 0.138 | 0.041 | 0.012 | 0.089 |
| 2018 | -0.003 | 0.036 | 0.079 | -0.144 |
| 2017 | 0.060 | 0.028 | 0.047 | 0.071 |
| 2016 | 0.016 | 0.015 | 0.041 | 0.038 |
| 2015 | 0.015 | -0.001 | -0.071 | 0.058 |
| 2014 | 0.016 | 0.046 | -0.001 | 0.047 |
| 2013 | 0.109 | 0.027 | 0.062 | 0.103 |
| 2012 | 0.124 | -0.035 | 0.063 | -0.001 |
| 2011 | 0.062 | -0.002 | -0.152 | 0.118 |
| 2010 | 0.053 | -0.112 | 0.114 | 0.113 |
| 2009 | -0.103 | 0.150 | 0.148 | 0.060 |
| 2008 | -0.092 | -0.023 | -0.076 | -0.217 |
| 2007 | 0.010 | 0.058 | 0.010 | -0.037 |
| 2006 | 0.047 | -0.024 | 0.045 | 0.066 |
| 2005 | -0.022 | 0.018 | 0.038 | 0.017 |
| 2004 | 0.019 | 0.012 | -0.023 | 0.093 |
| 2003 | -0.032 | 0.162 | 0.032 | 0.119 |
| 2002 | 0.009 | -0.125 | -0.170 | 0.073 |
| 2001 | -0.108 | 0.059 | -0.152 | 0.119 |
| 2000 | 0.061 | -0.020 | 0.031 | -0.085 |
| 1999 | 0.145 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.167 |
| 3 years | 0.171 |
| 5 years | 0.107 |
| 10 years | 0.133 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.