Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 46 |
| 1 month | 0.018 | 0 | 35 |
| 3 months | 0.040 | 0 | 63 |
| 1 year | 0.172 | 0 | 33 |
| 3 years | 0.035 | 0 | 63 |
| 5 years | 0.043 | 0 | 35 |
| 10 years | 0.089 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.130 | — |
| 2024 | -0.075 | — |
| 2023 | 0.130 | — |
| 2022 | -0.128 | — |
| 2021 | 0.251 | — |
| 2020 | 0.137 | — |
| 2019 | 0.286 | — |
| 2018 | -0.188 | — |
| 2017 | 0.264 | — |
| 2016 | 0.052 | — |
| 2015 | 0.231 | — |
| 2014 | -0.068 | — |
| 2013 | 0.362 | — |
| 2012 | 0.262 | — |
| 2011 | -0.214 | — |
| 2010 | 0.288 | — |
| 2009 | 0.457 | — |
| 2008 | -0.488 | — |
| 2007 | 0.054 | — |
| 2006 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.121 | 0.009 | 0.007 |
| 2024 | 0.006 | -0.031 | -0.034 | -0.019 |
| 2023 | 0.152 | 0.015 | -0.064 | 0.034 |
| 2022 | -0.042 | -0.064 | -0.085 | 0.062 |
| 2021 | 0.142 | 0.051 | 0.046 | -0.003 |
| 2020 | -0.231 | 0.197 | 0.076 | 0.148 |
| 2019 | 0.073 | 0.134 | -0.007 | 0.065 |
| 2018 | -0.009 | -0.026 | -0.027 | -0.136 |
| 2017 | 0.090 | 0.103 | 0.045 | 0.007 |
| 2016 | -0.061 | 0.033 | 0.071 | 0.012 |
| 2015 | 0.154 | 0.052 | -0.046 | 0.064 |
| 2014 | 0.035 | 0.001 | -0.038 | -0.064 |
| 2013 | 0.129 | 0.004 | 0.085 | 0.108 |
| 2012 | 0.164 | -0.031 | 0.050 | 0.065 |
| 2011 | 0.047 | 0.005 | -0.176 | -0.094 |
| 2010 | 0.093 | -0.010 | 0.054 | 0.130 |
| 2009 | -0.076 | 0.278 | 0.195 | 0.033 |
| 2008 | -0.055 | 0.004 | -0.226 | -0.302 |
| 2007 | 0.030 | 0.072 | 0.023 | -0.067 |
| 2006 | 0.012 | 0.017 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.156 |
| 3 years | 0.030 |
| 5 years | 0.040 |
| 10 years | 0.088 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.