Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 86 |
| 1 month | -0.006 | 0 | 96 |
| 3 months | 0.062 | 0 | 69 |
| 1 year | 0.375 | 0 | 3 |
| 3 years | 0.214 | 0 | 1 |
| 5 years | 0.209 | 0 | 1 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.546 | — |
| 2024 | 0.138 | — |
| 2023 | 0.109 | — |
| 2022 | 0.077 | — |
| 2021 | 0.254 | — |
| 2020 | -0.134 | — |
| 2019 | 0.165 | — |
| 2018 | -0.160 | — |
| 2017 | 0.265 | — |
| 2016 | -0.033 | — |
| 2015 | 0.047 | — |
| 2014 | 0.105 | — |
| 2013 | 0.337 | — |
| 2012 | 0.278 | — |
| 2011 | -0.119 | — |
| 2010 | 0.173 | — |
| 2009 | 0.412 | — |
| 2008 | -0.476 | — |
| 2007 | 0.107 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.191 | 0.156 | 0.088 | 0.033 |
| 2024 | 0.106 | -0.041 | 0.014 | 0.059 |
| 2023 | 0.065 | -0.021 | -0.014 | 0.079 |
| 2022 | 0.109 | -0.085 | -0.051 | 0.118 |
| 2021 | 0.089 | 0.075 | 0.026 | 0.043 |
| 2020 | -0.275 | 0.065 | 0.008 | 0.114 |
| 2019 | 0.103 | 0.045 | 0.015 | -0.004 |
| 2018 | -0.023 | 0.021 | 0.040 | -0.191 |
| 2017 | 0.099 | 0.032 | 0.094 | 0.020 |
| 2016 | -0.101 | -0.111 | 0.123 | 0.077 |
| 2015 | 0.121 | -0.022 | -0.073 | 0.030 |
| 2014 | 0.079 | 0.010 | -0.013 | 0.028 |
| 2013 | 0.102 | 0.047 | 0.080 | 0.074 |
| 2012 | 0.166 | -0.076 | 0.128 | 0.052 |
| 2011 | 0.011 | 0.026 | -0.234 | 0.109 |
| 2010 | 0.053 | -0.033 | 0.066 | 0.081 |
| 2009 | -0.049 | 0.227 | 0.213 | -0.002 |
| 2008 | -0.129 | -0.095 | -0.162 | -0.207 |
| 2007 | 0.094 | 0.104 | -0.017 | -0.069 |
| 2006 | -0.059 | 0.058 | 0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.294 |
| 3 years | 0.189 |
| 5 years | 0.194 |
| 10 years | 0.114 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.