Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.092 | 0 | — |
| 1 month | -0.162 | 0 | — |
| 3 months | -0.092 | 0 | — |
| 1 year | -0.029 | 0 | — |
| 3 years | 0.009 | 0 | — |
| 5 years | -0.037 | 0 | — |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.090 | — |
| 2024 | -0.106 | — |
| 2023 | 0.144 | — |
| 2022 | -0.333 | — |
| 2021 | 0.256 | — |
| 2020 | -0.051 | — |
| 2019 | 0.396 | — |
| 2018 | -0.092 | — |
| 2017 | 0.199 | — |
| 2016 | -0.031 | — |
| 2015 | 0.154 | — |
| 2014 | 0.139 | — |
| 2013 | 0.271 | — |
| 2012 | 0.297 | — |
| 2011 | -0.060 | — |
| 2010 | 0.074 | — |
| 2009 | 0.223 | — |
| 2008 | -0.468 | — |
| 2007 | -0.379 | — |
| 2006 | 0.456 | — |
| 2005 | 0.188 | — |
| 2004 | 0.422 | — |
| 2003 | 0.256 | — |
| 2002 | 0.008 | — |
| 2001 | -0.034 | — |
| 2000 | 0.195 | — |
| 1999 | 0.225 | — |
| 1998 | -0.146 | — |
| 1997 | 0.226 | — |
| 1996 | 0.248 | — |
| 1995 | 0.023 | — |
| 1994 | -0.164 | — |
| 1993 | 0.891 | — |
| 1992 | -0.086 | — |
| 1991 | -0.101 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.092 | — | — | — |
| 2025 | 0.019 | 0.121 | -0.068 | 0.023 |
| 2024 | -0.038 | 0.009 | 0.077 | -0.145 |
| 2023 | -0.016 | -0.017 | 0.012 | 0.169 |
| 2022 | -0.066 | -0.156 | -0.210 | 0.070 |
| 2021 | 0.025 | 0.079 | 0.063 | 0.068 |
| 2020 | -0.206 | 0.084 | -0.023 | 0.130 |
| 2019 | 0.122 | 0.024 | 0.069 | 0.136 |
| 2018 | -0.030 | 0.049 | -0.034 | -0.076 |
| 2017 | 0.018 | 0.064 | 0.019 | 0.087 |
| 2016 | -0.043 | -0.068 | 0.077 | 0.009 |
| 2015 | 0.106 | -0.002 | 0.030 | 0.015 |
| 2014 | 0.044 | -0.002 | -0.010 | 0.105 |
| 2013 | 0.067 | 0.050 | 0.038 | 0.093 |
| 2012 | 0.094 | 0.009 | 0.086 | 0.081 |
| 2011 | 0.045 | 0.069 | -0.158 | -0.002 |
| 2010 | 0.021 | -0.118 | 0.136 | 0.050 |
| 2009 | -0.232 | 0.190 | 0.322 | 0.012 |
| 2008 | 0.008 | -0.228 | -0.068 | -0.267 |
| 2007 | -0.030 | -0.125 | -0.117 | -0.172 |
| 2006 | 0.157 | -0.047 | 0.111 | 0.189 |
| 2005 | -0.031 | 0.064 | 0.044 | 0.104 |
| 2004 | 0.094 | 0.037 | 0.065 | 0.177 |
| 2003 | -0.101 | 0.180 | 0.059 | 0.118 |
| 2002 | 0.091 | 0.007 | -0.110 | 0.031 |
| 2001 | 0.023 | 0.022 | -0.090 | 0.016 |
| 2000 | -0.041 | 0.126 | 0.017 | 0.088 |
| 1999 | 0.131 | 0.092 | -0.011 | 0.004 |
| 1998 | 0.106 | -0.017 | -0.181 | -0.041 |
| 1997 | 0.054 | 0.036 | 0.077 | 0.043 |
| 1996 | 0.028 | 0.055 | 0.070 | 0.075 |
| 1995 | -0.033 | 0.053 | 0.010 | -0.005 |
| 1994 | -0.052 | -0.045 | -0.035 | -0.044 |
| 1993 | 0.238 | 0.117 | 0.182 | 0.157 |
| 1992 | -0.160 | 0.018 | -0.076 | 0.157 |
| 1991 | 0.099 | -0.105 | 0.061 | -0.139 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.009 |
| 5 years | -0.037 |
| 10 years | 0.022 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.