Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 39 |
| 1 month | 0.090 | 0 | 13 |
| 3 months | -0.038 | 0 | 18 |
| 1 year | 0.012 | 0 | 29 |
| 3 years | 0.107 | 0 | 52 |
| 5 years | 0.113 | 0 | 46 |
| 10 years | 0.103 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.107 | — |
| 2024 | 0.089 | — |
| 2023 | 0.206 | — |
| 2022 | 0.074 | — |
| 2021 | 0.227 | — |
| 2020 | 0.136 | — |
| 2019 | 0.058 | — |
| 2018 | -0.051 | — |
| 2017 | 0.277 | — |
| 2016 | 0.027 | — |
| 2015 | -0.005 | — |
| 2014 | 0.349 | — |
| 2013 | 0.115 | — |
| 2012 | 0.291 | — |
| 2011 | -0.242 | — |
| 2010 | 0.184 | — |
| 2009 | 0.712 | — |
| 2008 | -0.469 | — |
| 2007 | 0.492 | — |
| 2006 | 0.363 | — |
| 2005 | 0.368 | — |
| 2004 | 0.174 | — |
| 2003 | 0.851 | — |
| 2002 | 0.108 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.147 | — | — | — |
| 2025 | -0.017 | 0.092 | -0.025 | 0.058 |
| 2024 | 0.022 | 0.095 | 0.067 | -0.087 |
| 2023 | -0.043 | 0.117 | 0.025 | 0.102 |
| 2022 | 0.006 | -0.090 | 0.105 | 0.061 |
| 2021 | 0.056 | 0.069 | 0.109 | -0.021 |
| 2020 | -0.303 | 0.193 | 0.094 | 0.248 |
| 2019 | 0.063 | -0.001 | -0.032 | 0.030 |
| 2018 | -0.049 | 0.022 | 0.002 | -0.026 |
| 2017 | 0.115 | 0.027 | 0.011 | 0.103 |
| 2016 | -0.030 | 0.088 | 0.016 | -0.041 |
| 2015 | 0.067 | -0.016 | -0.068 | 0.016 |
| 2014 | 0.063 | 0.142 | 0.084 | 0.025 |
| 2013 | -0.044 | 0.030 | 0.012 | 0.119 |
| 2012 | 0.178 | -0.025 | 0.067 | 0.053 |
| 2011 | -0.046 | -0.020 | -0.092 | -0.106 |
| 2010 | 0.018 | 0.039 | 0.121 | -0.002 |
| 2009 | -0.011 | 0.427 | 0.168 | 0.039 |
| 2008 | -0.206 | -0.149 | 0.015 | -0.226 |
| 2007 | -0.050 | 0.130 | 0.183 | 0.175 |
| 2006 | 0.204 | -0.091 | 0.157 | 0.076 |
| 2005 | -0.021 | 0.076 | 0.188 | 0.093 |
| 2004 | -0.017 | -0.126 | 0.134 | 0.206 |
| 2003 | -0.057 | 0.196 | 0.257 | 0.305 |
| 2002 | 0.066 | -0.022 | -0.089 | 0.167 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.107 |
| 5 years | 0.113 |
| 10 years | 0.103 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.