Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 46 |
| 1 month | 0.022 | 0 | 33 |
| 3 months | 0.047 | 0 | 33 |
| 1 year | 0.123 | 0 | 21 |
| 3 years | 0.112 | 0 | 35 |
| 5 years | 0.077 | 0 | 27 |
| 10 years | 0.082 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.106 | — |
| 2024 | 0.124 | — |
| 2023 | 0.110 | — |
| 2022 | -0.146 | — |
| 2021 | 0.232 | — |
| 2020 | 0.046 | — |
| 2019 | 0.218 | — |
| 2018 | -0.076 | — |
| 2017 | 0.068 | — |
| 2016 | 0.095 | — |
| 2015 | 0.060 | — |
| 2014 | 0.107 | — |
| 2013 | 0.153 | — |
| 2012 | 0.120 | — |
| 2011 | -0.122 | — |
| 2010 | 0.092 | — |
| 2009 | 0.280 | — |
| 2008 | -0.358 | — |
| 2007 | -0.016 | — |
| 2006 | 0.099 | — |
| 2005 | 0.231 | — |
| 2004 | 0.102 | — |
| 2003 | 0.126 | — |
| 2002 | -0.293 | — |
| 2001 | -0.125 | — |
| 2000 | -0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | 0.035 | 0.054 | 0.055 |
| 2024 | 0.055 | 0.020 | 0.026 | 0.018 |
| 2023 | 0.031 | 0.031 | -0.010 | 0.054 |
| 2022 | -0.047 | -0.111 | -0.018 | 0.026 |
| 2021 | 0.095 | 0.048 | 0.012 | 0.061 |
| 2020 | -0.164 | 0.117 | 0.036 | 0.080 |
| 2019 | 0.105 | 0.015 | 0.035 | 0.050 |
| 2018 | -0.023 | 0.028 | 0.025 | -0.103 |
| 2017 | 0.039 | -0.012 | 0.011 | 0.028 |
| 2016 | -0.025 | 0.018 | 0.049 | 0.051 |
| 2015 | 0.122 | -0.036 | -0.085 | 0.071 |
| 2014 | 0.007 | 0.044 | 0.020 | 0.032 |
| 2013 | 0.060 | -0.016 | 0.052 | 0.051 |
| 2012 | 0.104 | -0.052 | 0.057 | 0.013 |
| 2011 | 0.014 | 0.002 | -0.189 | 0.066 |
| 2010 | 0.038 | -0.061 | 0.065 | 0.052 |
| 2009 | -0.057 | 0.163 | 0.118 | 0.044 |
| 2008 | -0.115 | -0.011 | -0.109 | -0.176 |
| 2007 | 0.011 | 0.036 | -0.017 | -0.044 |
| 2006 | 0.069 | -0.055 | 0.030 | 0.056 |
| 2005 | 0.044 | 0.065 | 0.067 | 0.037 |
| 2004 | 0.079 | -0.010 | -0.011 | 0.045 |
| 2003 | -0.055 | 0.093 | 0.045 | 0.043 |
| 2002 | -0.007 | -0.178 | -0.167 | 0.039 |
| 2001 | -0.119 | 0.029 | -0.164 | 0.155 |
| 2000 | 0.085 | -0.045 | -0.006 | -0.088 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.112 |
| 5 years | 0.077 |
| 10 years | 0.082 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.