Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | -0.014 | 75 |
| 1 month | 0.012 | 0.005 | 61 |
| 3 months | 0.015 | 0.010 | 46 |
| 1 year | 0.039 | 0.021 | 88 |
| 3 years | 0.052 | 0.046 | 75 |
| 5 years | 0.003 | 0.030 | 90 |
| 10 years | 0.023 | 0.033 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.032 | — |
| 2024 | 0.039 | — |
| 2023 | 0.084 | — |
| 2022 | -0.132 | — |
| 2021 | -0.029 | — |
| 2020 | 0.059 | 0.062 |
| 2019 | 0.075 | 0.087 |
| 2018 | 0.022 | 0.007 |
| 2017 | 0.031 | 0.037 |
| 2016 | 0.066 | 0.041 |
| 2015 | -0.004 | -0.001 |
| 2014 | 0.091 | 0.059 |
| 2013 | -0.023 | -0.008 |
| 2012 | 0.079 | 0.077 |
| 2011 | 0.059 | 0.030 |
| 2010 | 0.076 | 0.064 |
| 2009 | 0.095 | 0.142 |
| 2008 | 0.033 | -0.025 |
| 2007 | 0.049 | 0.048 |
| 2006 | 0.043 | 0.040 |
| 2005 | -0.093 | 0.013 |
| 2004 | 0.125 | 0.059 |
| 2003 | 0.182 | 0.071 |
| 2002 | 0.182 | 0.103 |
| 2001 | -0.031 | 0.038 |
| 2000 | -0.027 | 0.067 |
| 1999 | -0.068 | -0.004 |
| 1998 | 0.177 | 0.103 |
| 1997 | -0.024 | 0.064 |
| 1996 | 0.087 | 0.108 |
| 1995 | 0.239 | 0.188 |
| 1994 | 0.023 | -0.062 |
| 1993 | 0.138 | 0.127 |
| 1992 | 0.032 | 0.045 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.021 | 0.003 | 0.011 |
| 2024 | 0.008 | -0.006 | 0.032 | 0.006 |
| 2023 | 0.034 | 0 | -0.016 | 0.065 |
| 2022 | -0.044 | -0.059 | -0.031 | -0.004 |
| 2021 | -0.019 | -0.004 | -0.002 | -0.003 |
| 2020 | -0.024 | 0.037 | 0.025 | 0.021 |
| 2019 | 0.030 | 0.031 | 0.025 | -0.012 |
| 2018 | 0.018 | 0.001 | -0.005 | 0.008 |
| 2017 | 0.003 | 0.005 | 0.013 | 0.010 |
| 2016 | 0.032 | 0.034 | 0.016 | -0.016 |
| 2015 | 0.025 | -0.043 | 0.007 | 0.009 |
| 2014 | 0.027 | 0.021 | 0.020 | 0.020 |
| 2013 | 0.012 | -0.034 | 0.004 | -0.004 |
| 2012 | 0.016 | 0.023 | 0.024 | 0.014 |
| 2011 | -0.004 | 0.018 | 0.028 | 0.015 |
| 2010 | 0.032 | 0.036 | 0.033 | -0.025 |
| 2009 | 0.007 | 0.025 | 0.053 | 0.008 |
| 2008 | 0.023 | -0.029 | -0.005 | 0.045 |
| 2007 | 0.007 | -0.012 | 0.031 | 0.022 |
| 2006 | 0.015 | -0.002 | 0.028 | 0.001 |
| 2005 | -0.031 | -0.029 | -0.007 | -0.028 |
| 2004 | 0.012 | -0.027 | 0.038 | 0.101 |
| 2003 | 0.028 | 0.057 | 0.018 | 0.069 |
| 2002 | -0.015 | 0.119 | 0.020 | 0.052 |
| 2001 | -0.045 | -0.021 | 0.067 | -0.029 |
| 2000 | -0.020 | -0.004 | -0.048 | 0.047 |
| 1999 | -0.054 | -0.037 | 0.037 | -0.013 |
| 1998 | 0.022 | 0.015 | 0.103 | 0.028 |
| 1997 | -0.044 | 0.017 | 0.003 | 0.002 |
| 1996 | -0.013 | 0.023 | 0.040 | 0.036 |
| 1995 | 0.115 | 0.044 | 0.010 | 0.055 |
| 1994 | -0.001 | -0.002 | 0.020 | 0.007 |
| 1993 | 0.048 | 0.048 | 0.038 | -0.002 |
| 1992 | -0.045 | 0.071 | 0.050 | -0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.052 |
| 5 years | 0.003 |
| 10 years | 0.023 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.