Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 81 |
| 1 month | 0.099 | 0 | 78 |
| 3 months | 0.038 | 0 | 82 |
| 1 year | 0.248 | 0 | 71 |
| 3 years | 0.142 | 0 | 75 |
| 5 years | 0.059 | 0 | 74 |
| 10 years | 0.180 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.094 | — |
| 2024 | 0.289 | — |
| 2023 | 0.146 | — |
| 2022 | -0.267 | — |
| 2021 | 0.216 | — |
| 2020 | 0.568 | — |
| 2019 | 0.419 | — |
| 2018 | 0.074 | — |
| 2017 | 0.233 | — |
| 2016 | 0.107 | — |
| 2015 | 0.296 | — |
| 2014 | 0.340 | — |
| 2013 | 0.218 | — |
| 2012 | 0.061 | — |
| 2011 | -0.003 | — |
| 2010 | 0.015 | — |
| 2009 | 0.436 | — |
| 2008 | -0.381 | — |
| 2007 | 0.037 | — |
| 2006 | -0.021 | — |
| 2005 | 0.221 | — |
| 2004 | -0.087 | — |
| 2003 | 0.238 | — |
| 2002 | -0.530 | — |
| 2001 | -0.309 | — |
| 2000 | -0.189 | — |
| 1999 | 1.089 | — |
| 1998 | 0.624 | — |
| 1997 | 0.258 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.082 | — | — | — |
| 2025 | -0.107 | 0.102 | 0.056 | 0.053 |
| 2024 | 0.154 | 0.025 | -0.015 | 0.107 |
| 2023 | 0.123 | 0.085 | -0.092 | 0.036 |
| 2022 | -0.127 | -0.143 | -0.065 | 0.048 |
| 2021 | 0.106 | 0.025 | 0.049 | 0.023 |
| 2020 | -0.018 | 0.291 | 0.077 | 0.149 |
| 2019 | 0.177 | 0.054 | 0.013 | 0.129 |
| 2018 | 0.058 | 0.140 | 0.049 | -0.151 |
| 2017 | 0.103 | 0.034 | 0.019 | 0.061 |
| 2016 | -0.076 | 0.041 | 0.127 | 0.021 |
| 2015 | 0.146 | -0.001 | -0.011 | 0.144 |
| 2014 | 0.004 | 0.126 | 0.084 | 0.095 |
| 2013 | 0.061 | 0.020 | 0.039 | 0.083 |
| 2012 | 0.126 | -0.078 | 0.029 | -0.007 |
| 2011 | 0.021 | 0.006 | -0.121 | 0.105 |
| 2010 | 0.081 | -0.131 | -0.014 | 0.095 |
| 2009 | 0.096 | 0.217 | 0.024 | 0.051 |
| 2008 | -0.140 | -0.022 | -0.071 | -0.208 |
| 2007 | 0.003 | 0.117 | -0.011 | -0.065 |
| 2006 | 0.056 | -0.162 | 0.061 | 0.043 |
| 2005 | 0.009 | 0.118 | 0.036 | 0.044 |
| 2004 | 0.035 | -0.042 | -0.107 | 0.031 |
| 2003 | -0.042 | 0.154 | 0.055 | 0.061 |
| 2002 | -0.104 | -0.360 | -0.275 | 0.131 |
| 2001 | -0.300 | 0.155 | -0.379 | 0.375 |
| 2000 | 0.210 | -0.074 | 0.059 | -0.316 |
| 1999 | 0.077 | 0.092 | 0.040 | 0.707 |
| 1998 | 0.278 | 0.137 | -0.167 | 0.342 |
| 1997 | 0.014 | 0.131 | 0.151 | -0.047 |
| 1996 | 0.059 | 0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.248 |
| 3 years | 0.142 |
| 5 years | 0.059 |
| 10 years | 0.180 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.