Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0.044 | 11 |
| 1 month | 0.049 | -0.040 | 8 |
| 3 months | 0.141 | 0.041 | 2 |
| 1 year | 0.348 | 0.144 | 1 |
| 3 years | 0.182 | 0.060 | 18 |
| 5 years | 0.140 | 0.092 | 12 |
| 10 years | 0.143 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.276 | — |
| 2024 | 0.125 | — |
| 2023 | 0.055 | 0.116 |
| 2022 | -0.011 | -0.059 |
| 2021 | 0.264 | 0.262 |
| 2020 | 0.061 | 0.029 |
| 2019 | 0.266 | 0.250 |
| 2018 | -0.123 | -0.085 |
| 2017 | 0.201 | 0.159 |
| 2016 | 0.204 | 0.148 |
| 2015 | -0.058 | -0.040 |
| 2014 | 0.108 | 0.102 |
| 2013 | 0.377 | 0.312 |
| 2012 | 0.176 | 0.146 |
| 2011 | -0.010 | -0.007 |
| 2010 | 0.202 | 0.137 |
| 2009 | 0.261 | 0.241 |
| 2008 | -0.372 | -0.371 |
| 2007 | 0.090 | 0.014 |
| 2006 | 0.129 | 0.182 |
| 2005 | 0.101 | 0.060 |
| 2004 | 0.157 | 0.130 |
| 2003 | 0.363 | 0.284 |
| 2002 | -0.308 | -0.187 |
| 2001 | -0.098 | -0.050 |
| 2000 | 0.291 | 0.079 |
| 1999 | -0.027 | 0.067 |
| 1998 | 0.116 | 0.120 |
| 1997 | — | 0.266 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | 0.060 | 0.073 | 0.091 |
| 2024 | 0.084 | 0.002 | 0.063 | -0.026 |
| 2023 | -0.015 | 0.033 | -0.050 | 0.092 |
| 2022 | 0.031 | -0.133 | -0.039 | 0.151 |
| 2021 | 0.148 | 0.054 | -0.038 | 0.085 |
| 2020 | -0.292 | 0.198 | 0.063 | 0.177 |
| 2019 | 0.113 | 0.033 | -0.005 | 0.107 |
| 2018 | -0.038 | 0.017 | 0.053 | -0.149 |
| 2017 | 0.036 | 0.022 | 0.052 | 0.078 |
| 2016 | 0 | 0.040 | 0.056 | 0.096 |
| 2015 | -0.006 | 0.006 | -0.115 | 0.064 |
| 2014 | 0.030 | 0.038 | 0.008 | 0.029 |
| 2013 | 0.136 | 0.036 | 0.054 | 0.110 |
| 2012 | 0.155 | -0.082 | 0.059 | 0.047 |
| 2011 | 0.099 | -0.029 | -0.192 | 0.149 |
| 2010 | 0.112 | -0.129 | 0.103 | 0.124 |
| 2009 | -0.133 | 0.230 | 0.159 | 0.020 |
| 2008 | -0.072 | -0.042 | -0.073 | -0.238 |
| 2007 | 0.021 | 0.092 | 0.002 | -0.025 |
| 2006 | 0.038 | -0.005 | 0.028 | 0.064 |
| 2005 | 0.022 | 0.007 | 0.018 | 0.051 |
| 2004 | 0.012 | 0.044 | -0.013 | 0.109 |
| 2003 | -0.078 | 0.217 | 0.049 | 0.158 |
| 2002 | 0.011 | -0.156 | -0.252 | 0.084 |
| 2001 | -0.037 | 0.014 | -0.134 | 0.066 |
| 2000 | -0.032 | -0.004 | 0.176 | 0.139 |
| 1999 | 0.004 | 0.101 | -0.147 | 0.032 |
| 1998 | 0.130 | 0.007 | -0.178 | 0.193 |
| 1997 | 0.092 | 0.042 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.271 |
| 3 years | 0.159 |
| 5 years | 0.127 |
| 10 years | 0.136 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.