Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 61 |
| 1 month | -0.032 | 0 | 23 |
| 3 months | -0.121 | 0 | 61 |
| 1 year | 0.192 | 0 | 43 |
| 3 years | 0.209 | 0 | 32 |
| 5 years | 0.170 | 0 | 18 |
| 10 years | 0.202 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.238 | — |
| 2024 | 0.401 | — |
| 2023 | 0.470 | — |
| 2022 | -0.121 | — |
| 2021 | 0.223 | — |
| 2020 | 0.242 | — |
| 2019 | 0.320 | — |
| 2018 | 0.066 | — |
| 2017 | 0.314 | — |
| 2016 | 0.116 | — |
| 2015 | 0.338 | — |
| 2014 | 0.304 | — |
| 2013 | 0.664 | — |
| 2012 | -0.016 | — |
| 2011 | -0.059 | — |
| 2010 | 0.244 | — |
| 2009 | 0.789 | — |
| 2008 | -0.309 | — |
| 2007 | 0.015 | — |
| 2006 | 0.307 | — |
| 2005 | 0.273 | — |
| 2004 | 0.260 | — |
| 2003 | 0.906 | — |
| 2002 | -0.470 | — |
| 2001 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.121 | — | — | — |
| 2025 | -0.087 | 0.160 | 0.101 | 0.062 |
| 2024 | 0.162 | 0.074 | 0.017 | 0.104 |
| 2023 | 0.271 | 0.093 | -0.031 | 0.092 |
| 2022 | -0.069 | -0.026 | -0.005 | -0.026 |
| 2021 | 0.101 | 0.070 | -0.020 | 0.059 |
| 2020 | 0.001 | 0.121 | 0.021 | 0.084 |
| 2019 | 0.143 | 0.013 | 0.102 | 0.034 |
| 2018 | -0.052 | 0.132 | 0.058 | -0.061 |
| 2017 | 0.125 | 0.019 | 0.031 | 0.112 |
| 2016 | -0.015 | 0.000 | 0.101 | 0.029 |
| 2015 | 0.150 | -0.009 | 0.001 | 0.174 |
| 2014 | 0.024 | 0.033 | 0.025 | 0.201 |
| 2013 | 0.120 | 0.174 | 0.129 | 0.121 |
| 2012 | 0.135 | -0.120 | 0.003 | -0.018 |
| 2011 | 0.038 | -0.075 | -0.107 | 0.097 |
| 2010 | 0.095 | -0.034 | 0.080 | 0.089 |
| 2009 | 0.008 | 0.403 | 0.225 | 0.033 |
| 2008 | -0.158 | 0.077 | -0.079 | -0.173 |
| 2007 | 0.022 | 0.097 | -0.065 | -0.031 |
| 2006 | 0.139 | -0.102 | 0.035 | 0.235 |
| 2005 | 0.008 | -0.002 | 0.143 | 0.107 |
| 2004 | 0.165 | -0.015 | -0.036 | 0.139 |
| 2003 | -0.065 | 0.454 | 0.146 | 0.224 |
| 2002 | -0.038 | -0.399 | -0.262 | 0.242 |
| 2001 | 0.419 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.192 |
| 3 years | 0.209 |
| 5 years | 0.170 |
| 10 years | 0.202 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.