Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0.053 | 68 |
| 1 month | -0.051 | -0.042 | 54 |
| 3 months | -0.048 | 0.039 | 68 |
| 1 year | 0.165 | 0.203 | 52 |
| 3 years | 0.180 | 0.065 | 32 |
| 5 years | 0.122 | 0.118 | 16 |
| 10 years | 0.144 | 0.110 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.167 | — |
| 2024 | 0.248 | — |
| 2023 | 0.283 | 0.223 |
| 2022 | -0.181 | -0.170 |
| 2021 | 0.306 | 0.261 |
| 2020 | 0.208 | 0.158 |
| 2019 | 0.316 | 0.288 |
| 2018 | -0.055 | -0.063 |
| 2017 | 0.216 | 0.204 |
| 2016 | 0.098 | 0.104 |
| 2015 | -0.022 | -0.011 |
| 2014 | 0.158 | 0.110 |
| 2013 | 0.343 | 0.315 |
| 2012 | 0.173 | 0.150 |
| 2011 | 0.012 | -0.013 |
| 2010 | 0.155 | 0.140 |
| 2009 | 0.317 | 0.282 |
| 2008 | -0.366 | -0.378 |
| 2007 | 0.052 | 0.062 |
| 2006 | 0.157 | 0.142 |
| 2005 | 0.039 | 0.059 |
| 2004 | 0.113 | 0.100 |
| 2003 | — | 0.270 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.048 | — | — | — |
| 2025 | -0.047 | 0.108 | 0.077 | 0.026 |
| 2024 | 0.110 | 0.049 | 0.055 | 0.016 |
| 2023 | 0.081 | 0.092 | -0.027 | 0.117 |
| 2022 | -0.044 | -0.161 | -0.046 | 0.071 |
| 2021 | 0.069 | 0.089 | 0.001 | 0.121 |
| 2020 | -0.194 | 0.220 | 0.093 | 0.124 |
| 2019 | 0.134 | 0.042 | 0.012 | 0.100 |
| 2018 | -0.015 | 0.032 | 0.079 | -0.139 |
| 2017 | 0.066 | 0.025 | 0.045 | 0.066 |
| 2016 | -0.006 | 0.014 | 0.043 | 0.045 |
| 2015 | 0.016 | 0.010 | -0.097 | 0.056 |
| 2014 | 0.027 | 0.055 | 0.013 | 0.055 |
| 2013 | 0.110 | 0.036 | 0.052 | 0.109 |
| 2012 | 0.130 | -0.028 | 0.066 | 0.001 |
| 2011 | 0.053 | 0.001 | -0.138 | 0.114 |
| 2010 | 0.053 | -0.114 | 0.115 | 0.110 |
| 2009 | -0.090 | 0.168 | 0.162 | 0.066 |
| 2008 | -0.096 | -0.033 | -0.078 | -0.214 |
| 2007 | 0.018 | 0.061 | 0.017 | -0.042 |
| 2006 | 0.039 | -0.019 | 0.058 | 0.073 |
| 2005 | -0.024 | 0.017 | 0.028 | 0.018 |
| 2004 | 0.021 | 0.010 | -0.012 | 0.092 |
| 2003 | 0.156 | 0.021 | 0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.165 |
| 3 years | 0.180 |
| 5 years | 0.122 |
| 10 years | 0.144 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.