Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 98 |
| 1 month | -0.089 | 0 | 64 |
| 3 months | -0.043 | 0 | 98 |
| 1 year | 0.016 | 0 | 95 |
| 3 years | 0.036 | 0 | 71 |
| 5 years | 0.047 | 0 | 56 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.020 | — |
| 2024 | 0.055 | — |
| 2023 | 0.100 | — |
| 2022 | -0.127 | — |
| 2021 | 0.316 | — |
| 2020 | 0.105 | — |
| 2019 | 0.289 | — |
| 2018 | -0.073 | — |
| 2017 | 0.151 | — |
| 2016 | 0.274 | — |
| 2015 | 0.057 | — |
| 2014 | 0.091 | — |
| 2013 | 0.204 | — |
| 2012 | 0.115 | — |
| 2011 | -0.051 | — |
| 2010 | 0.196 | — |
| 2009 | 0.108 | — |
| 2008 | -0.134 | — |
| 2007 | 0.130 | — |
| 2006 | 0.205 | — |
| 2005 | 0.223 | — |
| 2004 | 0.175 | — |
| 2003 | 0.157 | — |
| 2002 | -0.272 | — |
| 2001 | -0.075 | — |
| 2000 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.043 | — | — | — |
| 2025 | -0.040 | 0.038 | 0.024 | -0.001 |
| 2024 | 0.097 | -0.041 | 0.019 | -0.016 |
| 2023 | 0.017 | 0.006 | -0.019 | 0.096 |
| 2022 | -0.095 | -0.095 | 0.056 | 0.009 |
| 2021 | 0.035 | 0.088 | 0.062 | 0.101 |
| 2020 | -0.151 | 0.177 | 0.075 | 0.028 |
| 2019 | 0.132 | 0.071 | 0.046 | 0.016 |
| 2018 | -0.070 | 0.033 | 0.053 | -0.085 |
| 2017 | 0.077 | 0.003 | 0.014 | 0.050 |
| 2016 | 0.056 | 0.121 | 0.067 | 0.008 |
| 2015 | 0.054 | -0.052 | -0.029 | 0.089 |
| 2014 | 0.028 | 0.013 | -0.011 | 0.060 |
| 2013 | 0.164 | -0.037 | 0.017 | 0.056 |
| 2012 | 0.101 | -0.022 | 0.001 | 0.035 |
| 2011 | 0.002 | 0.017 | -0.128 | 0.068 |
| 2010 | 0.073 | -0.061 | 0.051 | 0.128 |
| 2009 | -0.130 | 0.072 | 0.138 | 0.044 |
| 2008 | -0.073 | -0.021 | -0.045 | -0.002 |
| 2007 | 0.024 | 0.048 | -0.005 | 0.058 |
| 2006 | 0.141 | -0.062 | 0.046 | 0.076 |
| 2005 | -0.004 | 0.093 | 0.082 | 0.039 |
| 2004 | 0.011 | 0.048 | -0.006 | 0.115 |
| 2003 | -0.055 | 0.108 | 0.014 | 0.091 |
| 2002 | -0.017 | -0.072 | -0.234 | 0.041 |
| 2001 | -0.055 | 0.099 | -0.146 | 0.043 |
| 2000 | 0.046 | -0.026 | 0.161 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.054 |
| 3 years | 0.012 |
| 5 years | 0.032 |
| 10 years | 0.084 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.