Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 38 |
| 1 month | 0.020 | 0 | 32 |
| 3 months | 0.056 | 0 | 43 |
| 1 year | 0.120 | 0 | 54 |
| 3 years | 0.031 | 0 | 36 |
| 5 years | 0.039 | 0 | 23 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.125 | — |
| 2024 | -0.049 | — |
| 2023 | 0.087 | — |
| 2022 | -0.124 | — |
| 2021 | 0.182 | — |
| 2020 | -0.030 | — |
| 2019 | 0.206 | — |
| 2018 | -0.218 | — |
| 2017 | 0.239 | — |
| 2016 | 0.101 | — |
| 2015 | 0.178 | — |
| 2014 | 0.018 | — |
| 2013 | 0.267 | — |
| 2012 | 0.265 | — |
| 2011 | -0.182 | — |
| 2010 | 0.232 | — |
| 2009 | 0.441 | — |
| 2008 | -0.357 | — |
| 2007 | -0.058 | — |
| 2006 | 0.223 | — |
| 2005 | 0.346 | — |
| 2004 | 0.217 | — |
| 2003 | 0.201 | — |
| 2002 | -0.167 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.098 | 0.007 | -0.001 |
| 2024 | 0.071 | -0.095 | 0.031 | -0.049 |
| 2023 | 0.080 | -0.004 | -0.061 | 0.076 |
| 2022 | -0.065 | -0.124 | -0.070 | 0.150 |
| 2021 | 0.075 | 0.054 | 0.024 | 0.019 |
| 2020 | -0.293 | 0.180 | 0.022 | 0.138 |
| 2019 | 0.103 | 0.058 | -0.013 | 0.046 |
| 2018 | -0.025 | 0.001 | -0.029 | -0.174 |
| 2017 | 0.087 | 0.079 | 0.049 | 0.007 |
| 2016 | -0.024 | -0.008 | 0.103 | 0.031 |
| 2015 | 0.176 | -0.007 | -0.068 | 0.083 |
| 2014 | 0.058 | 0.015 | -0.077 | 0.028 |
| 2013 | 0.047 | 0.036 | 0.100 | 0.063 |
| 2012 | 0.185 | -0.085 | 0.089 | 0.071 |
| 2011 | 0.025 | 0.024 | -0.218 | -0.004 |
| 2010 | 0.076 | -0.046 | 0.088 | 0.103 |
| 2009 | -0.061 | 0.225 | 0.253 | 0.000 |
| 2008 | -0.088 | -0.018 | -0.084 | -0.216 |
| 2007 | 0.051 | 0.066 | -0.088 | -0.077 |
| 2006 | 0.161 | -0.044 | 0.015 | 0.085 |
| 2005 | 0.071 | 0.055 | 0.151 | 0.034 |
| 2004 | 0.103 | 0.053 | -0.037 | 0.089 |
| 2003 | -0.176 | 0.246 | 0.098 | 0.065 |
| 2002 | 0.130 | -0.082 | -0.242 | 0.060 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.024 |
| 5 years | 0.035 |
| 10 years | 0.051 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.