Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 65 |
| 1 month | -0.072 | 0 | 66 |
| 3 months | -0.036 | 0 | 65 |
| 1 year | 0.030 | 0 | 75 |
| 3 years | 0.033 | 0 | 90 |
| 5 years | 0.013 | 0 | 92 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.077 | — |
| 2024 | 0.041 | — |
| 2023 | 0.084 | — |
| 2022 | -0.161 | — |
| 2021 | 0.148 | — |
| 2020 | 0.090 | — |
| 2019 | 0.223 | — |
| 2018 | -0.080 | — |
| 2017 | 0.074 | — |
| 2016 | -0.015 | — |
| 2015 | 0.110 | — |
| 2014 | 0.077 | — |
| 2013 | 0.143 | — |
| 2012 | 0.153 | — |
| 2011 | -0.065 | — |
| 2010 | 0.061 | — |
| 2009 | 0.240 | — |
| 2008 | -0.297 | — |
| 2007 | 0.005 | — |
| 2006 | 0.119 | — |
| 2005 | 0.184 | — |
| 2004 | 0.070 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.036 | — | — | — |
| 2025 | 0.009 | 0.029 | 0.009 | 0.029 |
| 2024 | 0.034 | 0.013 | 0.030 | -0.035 |
| 2023 | 0.062 | 0.005 | -0.046 | 0.063 |
| 2022 | -0.090 | -0.091 | -0.047 | 0.065 |
| 2021 | 0.057 | 0.053 | 0.001 | 0.030 |
| 2020 | -0.157 | 0.135 | 0.033 | 0.104 |
| 2019 | 0.088 | 0.034 | 0.029 | 0.055 |
| 2018 | -0.020 | 0.021 | 0.007 | -0.087 |
| 2017 | 0.047 | 0.015 | 0.009 | 0.002 |
| 2016 | -0.044 | -0.011 | 0.026 | 0.016 |
| 2015 | 0.136 | -0.024 | -0.050 | 0.054 |
| 2014 | 0.017 | 0.019 | 0.004 | 0.034 |
| 2013 | 0.037 | -0.007 | 0.053 | 0.054 |
| 2012 | 0.071 | -0.023 | 0.059 | 0.041 |
| 2011 | 0.008 | 0.007 | -0.132 | 0.062 |
| 2010 | 0.027 | -0.049 | 0.051 | 0.033 |
| 2009 | -0.088 | 0.139 | 0.148 | 0.040 |
| 2008 | -0.117 | -0.031 | -0.057 | -0.128 |
| 2007 | 0.014 | 0.046 | -0.029 | -0.024 |
| 2006 | 0.044 | -0.026 | 0.052 | 0.046 |
| 2005 | 0.036 | 0.042 | 0.056 | 0.039 |
| 2004 | 0.017 | 0.014 | -0.006 | 0.044 |
| 2003 | 0.093 | 0.014 | 0.061 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.016 |
| 5 years | 0.003 |
| 10 years | 0.038 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.