Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0.202 | 21 |
| 1 month | 0.034 | 0.000 | 17 |
| 3 months | 0.099 | 0.044 | 12 |
| 1 year | 0.190 | 0.602 | 46 |
| 3 years | 0.091 | 0.113 | 86 |
| 5 years | 0.064 | 0.139 | 57 |
| 10 years | 0.094 | 0.112 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.089 | — |
| 2024 | 0.061 | — |
| 2023 | 0.118 | — |
| 2022 | -0.087 | — |
| 2021 | 0.173 | — |
| 2020 | 0.095 | 0.110 |
| 2019 | 0.290 | 0.238 |
| 2018 | -0.124 | -0.127 |
| 2017 | 0.040 | 0.123 |
| 2016 | 0.171 | 0.208 |
| 2015 | -0.096 | -0.054 |
| 2014 | -0.004 | 0.038 |
| 2013 | 0.369 | 0.374 |
| 2012 | 0.131 | 0.155 |
| 2011 | -0.013 | -0.041 |
| 2010 | 0.357 | 0.256 |
| 2009 | 0.451 | 0.318 |
| 2008 | -0.363 | -0.366 |
| 2007 | -0.039 | -0.011 |
| 2006 | 0.211 | 0.150 |
| 2005 | 0.200 | 0.067 |
| 2004 | — | 0.189 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.071 | 0.064 | 0.010 |
| 2024 | 0.006 | -0.026 | 0.073 | 0.009 |
| 2023 | 0.070 | 0.009 | -0.072 | 0.116 |
| 2022 | 0.006 | -0.134 | -0.055 | 0.110 |
| 2021 | 0.134 | 0.031 | -0.035 | 0.039 |
| 2020 | -0.314 | 0.248 | 0.040 | 0.230 |
| 2019 | 0.149 | 0.043 | 0.007 | 0.068 |
| 2018 | -0.002 | 0.039 | 0.037 | -0.185 |
| 2017 | -0.016 | -0.023 | 0.048 | 0.031 |
| 2016 | -0.001 | -0.031 | 0.084 | 0.116 |
| 2015 | 0.044 | 0.007 | -0.146 | 0.007 |
| 2014 | 0.013 | 0.030 | -0.077 | 0.034 |
| 2013 | 0.108 | 0.026 | 0.077 | 0.118 |
| 2012 | 0.140 | -0.102 | 0.051 | 0.050 |
| 2011 | 0.103 | -0.022 | -0.237 | 0.199 |
| 2010 | 0.104 | -0.078 | 0.134 | 0.177 |
| 2009 | -0.068 | 0.233 | 0.203 | 0.050 |
| 2008 | -0.095 | 0.043 | -0.070 | -0.274 |
| 2007 | 0.037 | 0.070 | -0.086 | -0.053 |
| 2006 | 0.149 | -0.047 | 0.021 | 0.085 |
| 2005 | 0.030 | 0.039 | 0.068 | 0.050 |
| 2004 | 0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.190 |
| 3 years | 0.091 |
| 5 years | 0.064 |
| 10 years | 0.094 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.