Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 34 |
| 1 month | 0.000 | 0 | 42 |
| 3 months | -0.011 | 0 | 43 |
| 1 year | 0.026 | 0 | 39 |
| 3 years | 0.169 | 0 | 29 |
| 5 years | 0.142 | 0 | 18 |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.035 | — |
| 2024 | 0.327 | — |
| 2023 | 0.213 | — |
| 2022 | -0.132 | — |
| 2021 | 0.378 | — |
| 2020 | 0.079 | — |
| 2019 | 0.330 | — |
| 2018 | -0.003 | — |
| 2017 | 0.063 | — |
| 2016 | 0.145 | — |
| 2015 | 0.122 | — |
| 2014 | 0.285 | — |
| 2013 | 0.255 | — |
| 2012 | 0.131 | — |
| 2011 | 0.046 | — |
| 2010 | 0.220 | — |
| 2009 | 0.215 | — |
| 2008 | -0.343 | — |
| 2007 | -0.054 | — |
| 2006 | 0.027 | — |
| 2005 | 0.199 | — |
| 2004 | 0.020 | — |
| 2003 | 0.062 | — |
| 2002 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.083 | 0.020 | 0.079 | 0.026 |
| 2024 | 0.129 | 0.050 | 0.016 | 0.102 |
| 2023 | 0.054 | 0.081 | -0.005 | 0.069 |
| 2022 | -0.026 | -0.108 | 0.014 | -0.014 |
| 2021 | 0.104 | 0.074 | 0.028 | 0.130 |
| 2020 | -0.179 | 0.176 | 0.042 | 0.073 |
| 2019 | 0.155 | 0.027 | 0.061 | 0.058 |
| 2018 | -0.032 | 0.087 | 0.081 | -0.123 |
| 2017 | 0.044 | -0.035 | 0.006 | 0.048 |
| 2016 | -0.036 | 0.049 | 0.025 | 0.104 |
| 2015 | 0.136 | -0.035 | -0.068 | 0.098 |
| 2014 | 0.016 | 0.057 | 0.094 | 0.094 |
| 2013 | 0.133 | 0.014 | 0.008 | 0.083 |
| 2012 | 0.095 | 0.018 | 0.047 | -0.031 |
| 2011 | -0.001 | -0.022 | -0.071 | 0.152 |
| 2010 | 0.115 | -0.024 | -0.004 | 0.125 |
| 2009 | -0.070 | 0.095 | 0.107 | 0.078 |
| 2008 | -0.167 | -0.024 | 0.026 | -0.213 |
| 2007 | -0.005 | 0.046 | -0.032 | -0.061 |
| 2006 | 0.014 | -0.069 | 0.064 | 0.023 |
| 2005 | 0.022 | 0.086 | 0.038 | 0.041 |
| 2004 | 0.042 | 0.025 | -0.041 | -0.005 |
| 2003 | -0.071 | 0.094 | 0.010 | 0.033 |
| 2002 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.169 |
| 5 years | 0.142 |
| 10 years | 0.139 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.