Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 16 |
| 1 month | -0.090 | 0 | 38 |
| 3 months | -0.004 | 0 | 16 |
| 1 year | 0.333 | 0 | 2 |
| 3 years | 0.247 | 0 | 1 |
| 5 years | 0.174 | 0 | 2 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.552 | — |
| 2024 | 0.158 | — |
| 2023 | 0.146 | — |
| 2022 | 0.016 | — |
| 2021 | 0.189 | — |
| 2020 | -0.060 | — |
| 2019 | 0.202 | — |
| 2018 | -0.224 | — |
| 2017 | 0.215 | — |
| 2016 | 0.204 | — |
| 2015 | 0.067 | — |
| 2014 | -0.022 | — |
| 2013 | 0.368 | — |
| 2012 | 0.213 | — |
| 2011 | -0.210 | — |
| 2010 | 0.113 | — |
| 2009 | 0.133 | — |
| 2008 | -0.400 | — |
| 2007 | 0.095 | — |
| 2006 | 0.213 | — |
| 2005 | 0.335 | — |
| 2004 | 0.212 | — |
| 2003 | 0.434 | — |
| 2002 | -0.105 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.004 | — | — | — |
| 2025 | 0.159 | 0.137 | 0.074 | 0.097 |
| 2024 | 0.130 | 0.020 | -0.001 | 0.006 |
| 2023 | 0.057 | 0.018 | 0.039 | 0.024 |
| 2022 | -0.034 | -0.092 | -0.015 | 0.176 |
| 2021 | 0.111 | 0.032 | 0.036 | 0.002 |
| 2020 | -0.297 | 0.212 | -0.032 | 0.140 |
| 2019 | 0.067 | 0.102 | -0.006 | 0.028 |
| 2018 | -0.039 | -0.015 | -0.024 | -0.161 |
| 2017 | 0.049 | 0.065 | 0.053 | 0.033 |
| 2016 | 0.011 | -0.004 | 0.114 | 0.074 |
| 2015 | 0.107 | -0.034 | -0.062 | 0.064 |
| 2014 | 0.038 | 0.005 | -0.054 | -0.008 |
| 2013 | 0.156 | 0.016 | 0.073 | 0.085 |
| 2012 | 0.127 | -0.111 | 0.089 | 0.112 |
| 2011 | 0.047 | 0.025 | -0.267 | 0.004 |
| 2010 | 0.045 | -0.149 | 0.142 | 0.096 |
| 2009 | -0.172 | 0.089 | 0.239 | 0.014 |
| 2008 | -0.112 | -0.044 | -0.213 | -0.103 |
| 2007 | 0.038 | 0.057 | 0.003 | -0.005 |
| 2006 | 0.159 | -0.085 | 0.013 | 0.129 |
| 2005 | 0.045 | 0.055 | 0.150 | 0.054 |
| 2004 | 0.019 | 0.035 | 0.034 | 0.111 |
| 2003 | -0.009 | 0.195 | 0.083 | 0.118 |
| 2002 | 0.064 | 0.025 | -0.206 | 0.034 |
| 2001 | 0.013 | -0.124 | 0.070 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.333 |
| 3 years | 0.247 |
| 5 years | 0.174 |
| 10 years | 0.121 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.