Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | 27 |
| 1 month | 0.011 | 0 | 26 |
| 3 months | -0.020 | 0 | 26 |
| 1 year | 0.140 | 0 | 75 |
| 3 years | 0.165 | 0 | 34 |
| 5 years | 0.147 | 0 | 20 |
| 10 years | 0.157 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.079 | — |
| 2024 | 0.116 | — |
| 2023 | 0.300 | — |
| 2022 | 0.106 | — |
| 2021 | 0.285 | — |
| 2020 | 0.059 | — |
| 2019 | 0.077 | — |
| 2018 | 0.001 | — |
| 2017 | 0.320 | — |
| 2016 | 0.085 | — |
| 2015 | -0.061 | — |
| 2014 | 0.465 | — |
| 2013 | 0.040 | — |
| 2012 | 0.324 | — |
| 2011 | -0.243 | — |
| 2010 | 0.251 | — |
| 2009 | 0.945 | — |
| 2008 | -0.453 | — |
| 2007 | 0.545 | — |
| 2006 | 0.374 | — |
| 2005 | 0.553 | — |
| 2004 | 0.275 | — |
| 2003 | 1.345 | — |
| 2002 | 0.261 | — |
| 2001 | -0.101 | — |
| 2000 | -0.255 | — |
| 1999 | 0.852 | — |
| 1998 | 0.117 | — |
| 1997 | 0.218 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | 0.071 | -0.027 | 0.051 |
| 2024 | 0.048 | 0.078 | 0.084 | -0.088 |
| 2023 | -0.022 | 0.114 | 0.060 | 0.125 |
| 2022 | 0.019 | -0.064 | 0.079 | 0.074 |
| 2021 | 0.084 | 0.088 | 0.108 | -0.016 |
| 2020 | -0.311 | 0.170 | 0.047 | 0.255 |
| 2019 | 0.082 | 0.027 | -0.075 | 0.048 |
| 2018 | -0.075 | 0.018 | 0.050 | 0.014 |
| 2017 | 0.143 | 0.036 | 0.018 | 0.094 |
| 2016 | -0.046 | 0.097 | 0.080 | -0.040 |
| 2015 | -0.006 | -0.017 | -0.041 | 0.002 |
| 2014 | 0.077 | 0.238 | 0.030 | 0.067 |
| 2013 | -0.070 | 0.001 | -0.041 | 0.165 |
| 2012 | 0.179 | -0.009 | 0.074 | 0.056 |
| 2011 | -0.046 | -0.014 | -0.116 | -0.089 |
| 2010 | 0.018 | 0.059 | 0.155 | 0.004 |
| 2009 | -0.003 | 0.553 | 0.195 | 0.051 |
| 2008 | -0.225 | -0.123 | 0.029 | -0.219 |
| 2007 | -0.049 | 0.152 | 0.167 | 0.209 |
| 2006 | 0.204 | -0.108 | 0.175 | 0.090 |
| 2005 | 0.015 | 0.096 | 0.219 | 0.144 |
| 2004 | -0.011 | -0.098 | 0.176 | 0.217 |
| 2003 | -0.036 | 0.406 | 0.292 | 0.338 |
| 2002 | 0.190 | 0.001 | -0.081 | 0.152 |
| 2001 | -0.095 | -0.009 | -0.136 | 0.161 |
| 2000 | 0.057 | -0.213 | -0.156 | 0.061 |
| 1999 | 0.328 | -0.008 | 0.318 | 0.066 |
| 1998 | 0.084 | -0.030 | 0.060 | 0.003 |
| 1997 | 0.035 | 0.218 | 0.022 | -0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.165 |
| 5 years | 0.147 |
| 10 years | 0.157 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.