Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 44 |
| 1 month | -0.069 | 0 | 56 |
| 3 months | 0.006 | 0 | 44 |
| 1 year | 0.099 | 0 | 79 |
| 3 years | 0.007 | 0 | 88 |
| 5 years | -0.014 | 0 | 46 |
| 10 years | 0.087 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.079 | — |
| 2024 | 0.107 | — |
| 2023 | -0.130 | — |
| 2022 | -0.120 | — |
| 2021 | 0.047 | — |
| 2020 | 0.271 | — |
| 2019 | 0.263 | — |
| 2018 | -0.078 | — |
| 2017 | 0.296 | — |
| 2016 | 0.233 | — |
| 2015 | 0.041 | — |
| 2014 | 0.076 | — |
| 2013 | 0.129 | — |
| 2012 | 0.188 | — |
| 2011 | -0.115 | — |
| 2010 | 0.264 | — |
| 2009 | 0.563 | — |
| 2008 | -0.254 | — |
| 2007 | 0.456 | — |
| 2006 | 0.334 | — |
| 2005 | 0.326 | — |
| 2004 | 0.157 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.006 | — | — | — |
| 2025 | -0.012 | -0.018 | 0.141 | -0.026 |
| 2024 | 0.016 | 0.030 | 0.059 | -0.001 |
| 2023 | 0.023 | -0.083 | -0.050 | -0.024 |
| 2022 | -0.114 | 0.020 | -0.094 | 0.074 |
| 2021 | 0.033 | 0.043 | -0.049 | 0.022 |
| 2020 | -0.114 | 0.193 | 0.091 | 0.102 |
| 2019 | 0.129 | 0.030 | 0.030 | 0.054 |
| 2018 | 0.001 | 0.051 | -0.044 | -0.083 |
| 2017 | 0.099 | 0.031 | 0.041 | 0.099 |
| 2016 | -0.008 | 0.062 | 0.177 | -0.006 |
| 2015 | 0.129 | -0.025 | -0.155 | 0.119 |
| 2014 | -0.043 | 0.051 | 0.026 | 0.043 |
| 2013 | 0.107 | -0.029 | 0.004 | 0.046 |
| 2012 | 0.058 | -0.010 | 0.057 | 0.073 |
| 2011 | -0.053 | 0.046 | -0.156 | 0.058 |
| 2010 | 0.079 | -0.019 | 0.124 | 0.063 |
| 2009 | 0.057 | 0.155 | 0.166 | 0.098 |
| 2008 | -0.095 | -0.035 | -0.165 | 0.022 |
| 2007 | 0.054 | 0.144 | 0.210 | -0.002 |
| 2006 | 0.124 | -0.066 | 0.069 | 0.188 |
| 2005 | 0.079 | 0.092 | 0.067 | 0.056 |
| 2004 | 0.104 | -0.083 | 0.094 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.007 |
| 5 years | -0.014 |
| 10 years | 0.087 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.