Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 16 |
| 1 month | 0.039 | 0 | 6 |
| 3 months | 0.009 | 0 | 9 |
| 1 year | 0.114 | 0 | 6 |
| 3 years | 0.068 | 0 | 15 |
| 5 years | 0.025 | 0 | 20 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.066 | — |
| 2024 | 0.065 | — |
| 2023 | 0.083 | — |
| 2022 | -0.145 | — |
| 2021 | 0.090 | — |
| 2020 | 0.047 | — |
| 2019 | 0.118 | — |
| 2018 | -0.039 | — |
| 2017 | 0.034 | — |
| 2016 | 0.054 | — |
| 2015 | 0.026 | — |
| 2014 | 0.080 | — |
| 2013 | 0.072 | — |
| 2012 | 0.115 | — |
| 2011 | -0.028 | — |
| 2010 | 0.038 | — |
| 2009 | 0.156 | — |
| 2008 | -0.137 | — |
| 2007 | 0.010 | — |
| 2006 | 0.035 | — |
| 2005 | 0.088 | — |
| 2004 | 0.061 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.020 | — | — | — |
| 2025 | -0.017 | 0.025 | 0.031 | 0.026 |
| 2024 | 0.023 | 0.004 | 0.032 | 0.004 |
| 2023 | 0.023 | 0.013 | -0.007 | 0.052 |
| 2022 | -0.051 | -0.096 | -0.025 | 0.022 |
| 2021 | 0.023 | 0.029 | 0.006 | 0.028 |
| 2020 | -0.083 | 0.068 | 0.023 | 0.046 |
| 2019 | 0.057 | 0.021 | 0.024 | 0.011 |
| 2018 | -0.007 | 0.002 | 0.008 | -0.043 |
| 2017 | 0.016 | -0.002 | 0.008 | 0.013 |
| 2016 | 0.010 | 0.017 | 0.023 | 0.002 |
| 2015 | 0.057 | -0.030 | -0.026 | 0.028 |
| 2014 | 0.021 | 0.030 | 0.011 | 0.015 |
| 2013 | 0.028 | -0.012 | 0.025 | 0.030 |
| 2012 | 0.058 | -0.012 | 0.044 | 0.022 |
| 2011 | 0.010 | 0.003 | -0.068 | 0.029 |
| 2010 | 0.024 | -0.030 | 0.040 | 0.005 |
| 2009 | -0.032 | 0.085 | 0.078 | 0.021 |
| 2008 | -0.036 | -0.006 | -0.037 | -0.066 |
| 2007 | 0.008 | 0.005 | 0.002 | -0.004 |
| 2006 | 0.014 | -0.024 | 0.025 | 0.020 |
| 2005 | 0.012 | 0.038 | 0.023 | 0.013 |
| 2004 | 0.032 | -0.003 | 0.007 | 0.024 |
| 2003 | 0.035 | 0.015 | 0.020 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.068 |
| 5 years | 0.025 |
| 10 years | 0.035 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.