Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.162 | 0 | 24 |
| 1 month | 0.064 | 0 | 14 |
| 3 months | 0.202 | 0 | 21 |
| 1 year | 0.562 | 0 | 17 |
| 3 years | 0.231 | 0 | 19 |
| 5 years | 0.067 | 0 | 30 |
| 10 years | 0.092 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.349 | — |
| 2024 | 0.062 | — |
| 2023 | 0.133 | — |
| 2022 | -0.263 | — |
| 2021 | 0.028 | — |
| 2020 | 0.136 | — |
| 2019 | 0.181 | — |
| 2018 | -0.175 | — |
| 2017 | 0.345 | — |
| 2016 | 0.052 | — |
| 2015 | -0.112 | — |
| 2014 | -0.048 | — |
| 2013 | -0.002 | — |
| 2012 | 0.183 | — |
| 2011 | -0.186 | — |
| 2010 | 0.171 | — |
| 2009 | 0.700 | — |
| 2008 | -0.580 | — |
| 2007 | 0.408 | — |
| 2006 | 0.377 | — |
| 2005 | 0.327 | — |
| 2004 | 0.227 | — |
| 2003 | 0.540 | — |
| 2002 | -0.075 | — |
| 2001 | -0.047 | — |
| 2000 | -0.377 | — |
| 1999 | 0.908 | — |
| 1998 | -0.278 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.137 | 0.097 | 0.076 |
| 2024 | 0.032 | 0.071 | 0.042 | -0.078 |
| 2023 | 0.036 | 0.035 | -0.041 | 0.102 |
| 2022 | -0.117 | -0.192 | -0.068 | 0.110 |
| 2021 | 0.017 | 0.072 | -0.054 | -0.003 |
| 2020 | -0.269 | 0.195 | 0.109 | 0.172 |
| 2019 | 0.067 | 0.026 | -0.026 | 0.107 |
| 2018 | 0.007 | -0.108 | -0.026 | -0.058 |
| 2017 | 0.109 | 0.074 | 0.068 | 0.056 |
| 2016 | 0.042 | 0.004 | 0.094 | -0.081 |
| 2015 | 0.022 | 0.017 | -0.147 | 0.002 |
| 2014 | -0.010 | 0.060 | -0.040 | -0.055 |
| 2013 | 0.012 | -0.072 | 0.042 | 0.019 |
| 2012 | 0.125 | -0.067 | 0.072 | 0.051 |
| 2011 | -0.013 | -0.002 | -0.198 | 0.030 |
| 2010 | 0.008 | -0.068 | 0.185 | 0.051 |
| 2009 | -0.029 | 0.351 | 0.185 | 0.093 |
| 2008 | -0.152 | -0.018 | -0.287 | -0.292 |
| 2007 | 0.026 | 0.142 | 0.143 | 0.050 |
| 2006 | 0.141 | -0.046 | 0.057 | 0.197 |
| 2005 | 0.012 | 0.039 | 0.180 | 0.070 |
| 2004 | 0.100 | -0.125 | 0.086 | 0.173 |
| 2003 | -0.072 | 0.226 | 0.141 | 0.186 |
| 2002 | 0.131 | -0.081 | -0.175 | 0.079 |
| 2001 | -0.086 | 0.054 | -0.230 | 0.285 |
| 2000 | 0.085 | -0.117 | -0.178 | -0.208 |
| 1999 | 0.119 | 0.219 | -0.045 | 0.465 |
| 1998 | 0.056 | -0.215 | -0.245 | 0.154 |
| 1997 | 0.129 | -0.007 | -0.216 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.480 |
| 3 years | 0.209 |
| 5 years | 0.056 |
| 10 years | 0.086 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.