Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 38 |
| 1 month | -0.003 | 0 | 37 |
| 3 months | 0.052 | 0 | 36 |
| 1 year | 0.301 | 0 | 41 |
| 3 years | 0.215 | 0 | 61 |
| 5 years | 0.088 | 0 | 47 |
| 10 years | 0.174 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.218 | — |
| 2024 | 0.136 | — |
| 2023 | 0.388 | — |
| 2022 | -0.324 | — |
| 2021 | 0.176 | — |
| 2020 | 0.448 | — |
| 2019 | 0.365 | — |
| 2018 | -0.103 | — |
| 2017 | 0.494 | — |
| 2016 | 0.095 | — |
| 2015 | 0.026 | — |
| 2014 | 0.134 | — |
| 2013 | 0.248 | — |
| 2012 | 0.115 | — |
| 2011 | -0.037 | — |
| 2010 | 0.097 | — |
| 2009 | 0.529 | — |
| 2008 | -0.435 | — |
| 2007 | 0.139 | — |
| 2006 | 0.067 | — |
| 2005 | 0.018 | — |
| 2004 | 0.012 | — |
| 2003 | 0.456 | — |
| 2002 | -0.404 | — |
| 2001 | -0.297 | — |
| 2000 | -0.405 | — |
| 1999 | 0.830 | — |
| 1998 | 0.419 | — |
| 1997 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | 0.236 | 0.077 | 0.037 |
| 2024 | 0.119 | 0.035 | -0.038 | 0.019 |
| 2023 | 0.182 | 0.084 | -0.070 | 0.165 |
| 2022 | -0.144 | -0.220 | -0.071 | 0.090 |
| 2021 | 0.028 | 0.059 | 0.008 | 0.071 |
| 2020 | -0.165 | 0.299 | 0.113 | 0.200 |
| 2019 | 0.177 | 0.039 | -0.006 | 0.123 |
| 2018 | 0.027 | 0.006 | 0.046 | -0.169 |
| 2017 | 0.146 | 0.079 | 0.126 | 0.072 |
| 2016 | -0.006 | -0.014 | 0.134 | -0.016 |
| 2015 | 0.004 | -0.007 | -0.055 | 0.089 |
| 2014 | 0.017 | 0.039 | 0.029 | 0.043 |
| 2013 | 0.048 | 0.009 | 0.067 | 0.106 |
| 2012 | 0.189 | -0.095 | 0.053 | -0.016 |
| 2011 | 0.025 | -0.013 | -0.107 | 0.066 |
| 2010 | 0.037 | -0.135 | 0.105 | 0.106 |
| 2009 | 0.005 | 0.217 | 0.155 | 0.082 |
| 2008 | -0.149 | 0.024 | -0.147 | -0.240 |
| 2007 | -0.009 | 0.098 | 0.061 | -0.014 |
| 2006 | 0.037 | -0.090 | 0.064 | 0.063 |
| 2005 | -0.075 | 0.007 | 0.054 | 0.037 |
| 2004 | 0.010 | -0.010 | -0.105 | 0.132 |
| 2003 | -0.027 | 0.204 | 0.113 | 0.116 |
| 2002 | -0.074 | -0.262 | -0.278 | 0.208 |
| 2001 | -0.272 | 0.079 | -0.336 | 0.348 |
| 2000 | 0.193 | -0.105 | -0.166 | -0.332 |
| 1999 | 0.080 | 0.150 | 0.049 | 0.404 |
| 1998 | 0.199 | 0.043 | -0.141 | 0.321 |
| 1997 | 0.070 | -0.082 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.269 |
| 3 years | 0.204 |
| 5 years | 0.083 |
| 10 years | 0.171 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.