Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.046 | 0 | — |
| 1 month | -0.068 | 0 | — |
| 3 months | -0.046 | 0 | — |
| 1 year | 0.027 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0.006 | 0 | — |
| 10 years | 0.039 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.052 | — |
| 2024 | 0.160 | — |
| 2023 | 0.056 | — |
| 2022 | -0.196 | — |
| 2021 | 0.127 | — |
| 2020 | 0.008 | — |
| 2019 | 0.222 | — |
| 2018 | -0.136 | — |
| 2017 | 0.145 | — |
| 2016 | 0.027 | — |
| 2015 | -0.031 | — |
| 2014 | 0.111 | — |
| 2013 | 0.158 | — |
| 2012 | 0.095 | — |
| 2011 | -0.126 | — |
| 2010 | -0.043 | — |
| 2009 | 0.234 | — |
| 2008 | -0.397 | — |
| 2007 | -0.005 | — |
| 2006 | 0.114 | — |
| 2005 | 0.186 | — |
| 2004 | 0.016 | — |
| 2003 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.046 | — | — | — |
| 2025 | -0.022 | 0.001 | 0.041 | 0.033 |
| 2024 | 0.119 | 0.012 | -0.007 | 0.031 |
| 2023 | 0.032 | 0.022 | -0.022 | 0.024 |
| 2022 | -0.054 | -0.126 | -0.055 | 0.029 |
| 2021 | 0.081 | 0.039 | -0.017 | 0.021 |
| 2020 | -0.215 | 0.152 | 0.052 | 0.060 |
| 2019 | 0.122 | 0.017 | 0.013 | 0.057 |
| 2018 | -0.045 | 0.031 | 0.003 | -0.126 |
| 2017 | 0.039 | 0.016 | 0.030 | 0.053 |
| 2016 | -0.049 | -0.012 | 0.049 | 0.041 |
| 2015 | -0.008 | -0.020 | -0.064 | 0.064 |
| 2014 | 0.010 | 0.034 | 0.024 | 0.038 |
| 2013 | 0.088 | -0.013 | 0.051 | 0.025 |
| 2012 | 0.059 | -0.033 | 0.069 | 0.000 |
| 2011 | 0.002 | -0.095 | -0.077 | 0.043 |
| 2010 | 0.023 | -0.070 | 0.003 | 0.004 |
| 2009 | -0.029 | 0.118 | 0.103 | 0.030 |
| 2008 | -0.182 | -0.024 | -0.069 | -0.189 |
| 2007 | 0.009 | 0.063 | -0.043 | -0.031 |
| 2006 | 0.063 | -0.069 | 0.070 | 0.051 |
| 2005 | 0.035 | 0.061 | 0.056 | 0.022 |
| 2004 | 0.035 | -0.016 | 0.000 | -0.002 |
| 2003 | 0.033 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.060 |
| 5 years | 0.006 |
| 10 years | 0.039 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.