Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 55 |
| 1 month | -0.002 | 0 | 41 |
| 3 months | -0.035 | 0 | 56 |
| 1 year | 0.172 | 0 | 17 |
| 3 years | 0.152 | 0 | 30 |
| 5 years | 0.128 | 0 | 44 |
| 10 years | 0.140 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.098 | — |
| 2024 | 0.124 | — |
| 2023 | 0.229 | — |
| 2022 | 0.040 | — |
| 2021 | 0.249 | — |
| 2020 | 0.207 | — |
| 2019 | 0.093 | — |
| 2018 | -0.043 | — |
| 2017 | 0.294 | — |
| 2016 | 0.034 | — |
| 2015 | 0.002 | — |
| 2014 | 0.368 | — |
| 2013 | 0.128 | — |
| 2012 | 0.316 | — |
| 2011 | -0.234 | — |
| 2010 | 0.181 | — |
| 2009 | 0.747 | — |
| 2008 | -0.471 | — |
| 2007 | 0.503 | — |
| 2006 | 0.384 | — |
| 2005 | 0.377 | — |
| 2004 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.145 | — | — | — |
| 2025 | -0.036 | 0.104 | -0.029 | 0.062 |
| 2024 | 0.028 | 0.100 | 0.084 | -0.083 |
| 2023 | -0.041 | 0.123 | 0.033 | 0.104 |
| 2022 | -0.004 | -0.095 | 0.100 | 0.048 |
| 2021 | 0.056 | 0.076 | 0.110 | -0.009 |
| 2020 | -0.265 | 0.194 | 0.106 | 0.243 |
| 2019 | 0.068 | 0.001 | -0.020 | 0.044 |
| 2018 | -0.045 | 0.024 | 0.007 | -0.028 |
| 2017 | 0.117 | 0.028 | 0.014 | 0.111 |
| 2016 | -0.030 | 0.093 | 0.018 | -0.041 |
| 2015 | 0.067 | -0.009 | -0.066 | 0.015 |
| 2014 | 0.068 | 0.147 | 0.086 | 0.030 |
| 2013 | -0.037 | 0.029 | 0.013 | 0.124 |
| 2012 | 0.183 | -0.022 | 0.072 | 0.060 |
| 2011 | -0.043 | -0.017 | -0.092 | -0.103 |
| 2010 | 0.019 | 0.034 | 0.119 | 0.001 |
| 2009 | -0.011 | 0.432 | 0.179 | 0.046 |
| 2008 | -0.202 | -0.148 | 0.010 | -0.230 |
| 2007 | -0.044 | 0.139 | 0.178 | 0.171 |
| 2006 | 0.206 | -0.094 | 0.160 | 0.091 |
| 2005 | -0.021 | 0.079 | 0.194 | 0.091 |
| 2004 | 0.136 | 0.205 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.172 |
| 3 years | 0.152 |
| 5 years | 0.128 |
| 10 years | 0.140 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.