Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 79 |
| 1 month | -0.115 | 0 | 54 |
| 3 months | -0.028 | 0 | 79 |
| 1 year | 0.176 | 0 | 73 |
| 3 years | 0.050 | 0 | 86 |
| 5 years | -0.022 | 0 | 93 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.150 | — |
| 2024 | 0.095 | — |
| 2023 | -0.042 | — |
| 2022 | -0.204 | — |
| 2021 | -0.023 | — |
| 2020 | 0.256 | — |
| 2019 | 0.174 | — |
| 2018 | -0.105 | — |
| 2017 | 0.230 | — |
| 2016 | 0.066 | — |
| 2015 | -0.090 | — |
| 2014 | 0.072 | — |
| 2013 | 0.007 | — |
| 2012 | 0.199 | — |
| 2011 | -0.120 | — |
| 2010 | 0.176 | — |
| 2009 | 0.662 | — |
| 2008 | -0.465 | — |
| 2007 | 0.225 | — |
| 2006 | 0.202 | — |
| 2005 | 0.289 | — |
| 2004 | 0.152 | — |
| 2003 | 0.523 | — |
| 2002 | 0.004 | — |
| 2001 | 0.072 | — |
| 2000 | -0.185 | — |
| 1999 | 0.729 | — |
| 1998 | -0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.028 | — | — | — |
| 2025 | -0.049 | 0.048 | 0.106 | 0.044 |
| 2024 | 0.024 | 0.058 | 0.033 | -0.022 |
| 2023 | 0.014 | -0.026 | -0.060 | 0.032 |
| 2022 | -0.083 | -0.091 | -0.084 | 0.043 |
| 2021 | 0.020 | 0.032 | -0.050 | -0.023 |
| 2020 | -0.163 | 0.163 | 0.074 | 0.202 |
| 2019 | 0.097 | 0.024 | -0.018 | 0.064 |
| 2018 | -0.017 | -0.015 | -0.014 | -0.063 |
| 2017 | 0.104 | 0.046 | 0.014 | 0.051 |
| 2016 | -0.041 | 0.030 | 0.072 | 0.006 |
| 2015 | 0.053 | -0.042 | -0.113 | 0.017 |
| 2014 | 0.021 | 0.036 | 0.008 | 0.005 |
| 2013 | 0.043 | -0.035 | 0.002 | -0.001 |
| 2012 | 0.124 | -0.035 | 0.056 | 0.047 |
| 2011 | -0.028 | -0.004 | -0.106 | 0.018 |
| 2010 | 0.040 | -0.030 | 0.124 | 0.037 |
| 2009 | 0.011 | 0.323 | 0.167 | 0.065 |
| 2008 | -0.130 | -0.071 | -0.141 | -0.229 |
| 2007 | 0.020 | 0.131 | 0.054 | 0.007 |
| 2006 | 0.069 | -0.055 | 0.088 | 0.094 |
| 2005 | 0.027 | 0.064 | 0.135 | 0.041 |
| 2004 | 0.044 | -0.044 | 0.047 | 0.102 |
| 2003 | -0.031 | 0.197 | 0.157 | 0.136 |
| 2002 | 0.143 | -0.018 | -0.102 | -0.004 |
| 2001 | -0.021 | 0.049 | -0.159 | 0.241 |
| 2000 | -0.045 | -0.029 | -0.084 | -0.041 |
| 1999 | 0.114 | 0.271 | -0.068 | 0.311 |
| 1998 | 0.044 | -0.174 | -0.103 | 0.175 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.011 |
| 5 years | -0.044 |
| 10 years | 0.039 |
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/mutual_funds/world/performance
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Ultra plan (individual) and the Enterprise plan (business) and above.