Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 87 |
| 1 month | 0.006 | 0 | 38 |
| 3 months | -0.003 | 0 | 78 |
| 1 year | 0.017 | 0 | 81 |
| 3 years | 0.035 | 0 | 73 |
| 5 years | 0.008 | 0 | 91 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.027 | — |
| 2024 | 0.040 | — |
| 2023 | 0.046 | — |
| 2022 | -0.067 | — |
| 2021 | -0.009 | — |
| 2020 | 0.005 | — |
| 2019 | 0.006 | — |
| 2018 | -0.022 | — |
| 2017 | 0.002 | — |
| 2016 | 0.001 | — |
| 2015 | -0.006 | — |
| 2014 | 0.019 | — |
| 2013 | 0.026 | — |
| 2012 | 0.080 | — |
| 2011 | 0.004 | — |
| 2010 | 0.018 | — |
| 2009 | 0.062 | — |
| 2008 | -0.226 | — |
| 2007 | -0.021 | — |
| 2006 | -0.024 | — |
| 2005 | 0.133 | — |
| 2004 | -0.023 | — |
| 2003 | 0.025 | — |
| 2002 | -0.139 | — |
| 2001 | -0.035 | — |
| 2000 | -0.196 | — |
| 1999 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.010 | — | — | — |
| 2025 | 0.006 | 0.011 | 0.006 | 0.004 |
| 2024 | 0.005 | 0.005 | 0.022 | 0.008 |
| 2023 | 0.008 | 0.000 | 0.008 | 0.029 |
| 2022 | -0.020 | -0.035 | -0.019 | 0.005 |
| 2021 | -0.001 | 0.000 | -0.002 | -0.005 |
| 2020 | -0.038 | 0.030 | 0.009 | 0.006 |
| 2019 | 0.007 | 0.002 | 0.000 | -0.002 |
| 2018 | -0.004 | -0.007 | -0.001 | -0.009 |
| 2017 | 0.001 | 0.002 | 0.000 | -0.001 |
| 2016 | 0.000 | -0.001 | 0.005 | -0.002 |
| 2015 | 0.007 | -0.011 | -0.006 | 0.004 |
| 2014 | 0.008 | 0.009 | 0.001 | 0.001 |
| 2013 | 0.001 | 0.004 | 0.010 | 0.011 |
| 2012 | 0.040 | -0.004 | 0.026 | 0.018 |
| 2011 | 0.005 | 0.006 | -0.014 | 0.007 |
| 2010 | 0.015 | -0.009 | 0.016 | -0.004 |
| 2009 | 0.012 | 0.014 | 0.026 | 0.008 |
| 2008 | -0.110 | -0.028 | -0.020 | -0.087 |
| 2007 | 0.010 | 0.035 | -0.030 | -0.034 |
| 2006 | 0.016 | -0.060 | 0.024 | -0.002 |
| 2005 | 0.007 | 0.049 | 0.040 | 0.031 |
| 2004 | 0.056 | -0.023 | -0.031 | -0.024 |
| 2003 | -0.018 | 0.022 | 0.008 | 0.013 |
| 2002 | 0.002 | -0.085 | -0.049 | -0.012 |
| 2001 | -0.003 | 0.024 | -0.102 | 0.053 |
| 2000 | -0.027 | -0.062 | 0.012 | -0.130 |
| 1999 | 0 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.029 |
| 5 years | 0.005 |
| 10 years | 0.001 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.