Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 31 |
| 1 month | 0.024 | 0 | 51 |
| 3 months | 0.080 | 0 | 33 |
| 1 year | 0.090 | 0 | 75 |
| 3 years | 0.029 | 0 | 80 |
| 5 years | 0.002 | 0 | 95 |
| 10 years | 0.065 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.104 | — |
| 2024 | -0.051 | — |
| 2023 | 0.057 | — |
| 2022 | -0.264 | — |
| 2021 | 0.201 | — |
| 2020 | 0.141 | — |
| 2019 | 0.282 | — |
| 2018 | -0.190 | — |
| 2017 | 0.276 | — |
| 2016 | 0.123 | — |
| 2015 | 0.122 | — |
| 2014 | 0.099 | — |
| 2013 | 0.315 | — |
| 2012 | 0.148 | — |
| 2011 | -0.263 | — |
| 2010 | 0.331 | — |
| 2009 | 0.285 | — |
| 2008 | -0.403 | — |
| 2007 | 0.068 | — |
| 2006 | 0.375 | — |
| 2005 | 0.319 | — |
| 2004 | 0.185 | — |
| 2003 | 0.365 | — |
| 2002 | -0.259 | — |
| 2001 | -0.319 | — |
| 2000 | 0.216 | — |
| 1999 | 0.514 | — |
| 1998 | 0.128 | — |
| 1997 | 0.313 | — |
| 1996 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | 0.078 | -0.030 | 0.024 |
| 2024 | 0.046 | 0.016 | 0.001 | -0.108 |
| 2023 | 0.060 | 0.003 | -0.033 | 0.028 |
| 2022 | -0.135 | -0.160 | -0.093 | 0.118 |
| 2021 | 0.074 | 0.087 | 0.013 | 0.015 |
| 2020 | -0.155 | 0.159 | 0.080 | 0.079 |
| 2019 | 0.103 | 0.061 | -0.003 | 0.099 |
| 2018 | -0.039 | 0.017 | -0.001 | -0.171 |
| 2017 | 0.127 | 0.065 | 0.028 | 0.034 |
| 2016 | -0.031 | 0.017 | 0.096 | 0.040 |
| 2015 | 0.060 | -0.016 | -0.024 | 0.102 |
| 2014 | 0.082 | -0.001 | -0.030 | 0.048 |
| 2013 | 0.097 | 0.003 | 0.087 | 0.099 |
| 2012 | 0.164 | -0.086 | 0.032 | 0.046 |
| 2011 | 0.037 | -0.079 | -0.241 | 0.017 |
| 2010 | 0.170 | -0.068 | 0.046 | 0.167 |
| 2009 | -0.133 | 0.218 | 0.278 | -0.049 |
| 2008 | -0.123 | 0.010 | -0.096 | -0.254 |
| 2007 | 0.120 | 0.076 | -0.073 | -0.044 |
| 2006 | 0.165 | -0.047 | 0.111 | 0.115 |
| 2005 | 0.104 | 0.036 | 0.143 | 0.009 |
| 2004 | 0.099 | 0.053 | -0.050 | 0.078 |
| 2003 | -0.077 | 0.150 | 0.144 | 0.125 |
| 2002 | 0.011 | -0.035 | -0.221 | -0.025 |
| 2001 | -0.112 | -0.015 | -0.284 | 0.088 |
| 2000 | 0.203 | -0.015 | 0.127 | -0.090 |
| 1999 | 0.058 | 0.095 | 0.054 | 0.240 |
| 1998 | 0.260 | 0.086 | -0.278 | 0.142 |
| 1997 | 0.110 | 0.188 | 0.036 | -0.038 |
| 1996 | -0.039 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.018 |
| 5 years | -0.005 |
| 10 years | 0.062 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.