| Equity funds |
|
YTD
|
|
|
3,003.106 |
74.73
|
13.49
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 14.97 |
74.73
|
0.42 |
-1.93 |
-6.61 |
68.24 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
|
76.21 |
41.68
|
30.94
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.20 |
41.68
|
3.60 |
5.92 |
8.62 |
38.49 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
|
13.8018 |
36.36
|
8.05
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.92 |
36.36
|
1.91 |
2.39 |
4.09 |
33.63 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
|
59.12 |
32.29
|
4.56
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.55 |
32.29
|
2.00 |
-0.89 |
7.53 |
28.52 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
|
12.79 |
30.51
|
10.11
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.23 |
30.51
|
0.71 |
-3.54 |
-4.77 |
25.52 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.11
|
-22.27 |
- |
- |
- |
|
|
|
12.90 |
30.30
|
10.74
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.53 |
30.30
|
0.70 |
-3.66 |
-4.66 |
25.36 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.74
|
-22.46 |
- |
- |
- |
|
|
|
11.50 |
28.21
|
6.53
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.60 |
28.21
|
0.70 |
-3.93 |
-5.27 |
22.99 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.53
|
-25.55 |
- |
- |
- |
|
|
|
82.10 |
23.29
|
25.22
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 17.90 |
23.29
|
2.23 |
0.28 |
4.68 |
21.20 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
|
62.74 |
23.09
|
25.91
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.41 |
23.09
|
2.27 |
0.19 |
4.81 |
21.12 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
|
22.12 |
19.81
|
9.87
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.03 |
19.81
|
0.18 |
1.90 |
1.40 |
16.07 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
|
22.47 |
19.64
|
10.43
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.08 |
19.64
|
0.22 |
1.78 |
1.53 |
15.96 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
|
26.92 |
18.96
|
22.91
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.73 |
18.96
|
0.94 |
1.24 |
0.71 |
15.54 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
|
14.9211 |
16.06
|
5.42
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.34 |
16.06
|
-1.50 |
-1.78 |
2.79 |
12.38 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
|
73.76 |
11.20
|
1.94
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.43 |
11.20
|
-0.77 |
2.66 |
8.39 |
7.05 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
|
26.71 |
11.06
|
15.72
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.25 |
11.06
|
0.11 |
-0.04 |
0.93 |
8.90 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
|
15.09 |
9.35
|
11.11
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.02 |
9.35
|
-1.18 |
-0.46 |
-1.05 |
5.16 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
|
30.22 |
9.18
|
11.70
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.93 |
9.18
|
-1.18 |
-0.59 |
-0.92 |
5.04 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
|
89.5022 |
-1.89
|
8.30
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.21 |
-1.89
|
-1.46 |
-3.73 |
-2.46 |
-6.46 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
| Commodity funds |
|
YTD
|
|
|
95.28 |
146.07
|
13.58
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.56 |
146.07
|
4.89 |
12.03 |
25.45 |
120.15 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
|
17.56 |
142.54
|
12.25
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.26 |
142.54
|
4.90 |
11.99 |
25.16 |
116.79 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
|
21.5382 |
18.94
|
-4.43
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.86 |
18.94
|
0.48 |
2.59 |
7.30 |
15.58 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
|
26.68 |
9.30
|
1.92
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.06 |
9.30
|
-1.40 |
-0.67 |
2.10 |
5.87 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
| Multi income funds |
|
YTD
|
|
|
10.47 |
11.32
|
6.79
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.53 |
11.32
|
0.00 |
0.94 |
2.46 |
9.02 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
|
10.49 |
11.09
|
7.43
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.54 |
11.09
|
0.00 |
0.84 |
2.55 |
8.91 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
|
9.77 |
10.59
|
6.01
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.30 |
10.59
|
-0.10 |
1.84 |
2.72 |
8.33 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
|
8.1498 |
10.42
|
9.31
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.64 |
10.42
|
-0.07 |
0.06 |
2.08 |
8.32 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
|
8.507 |
10.18
|
9.94
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.65 |
10.18
|
-0.07 |
-0.06 |
2.14 |
8.18 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
|
|
8.92 |
8.60
|
4.50
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.37 |
8.60
|
-0.11 |
0.58 |
1.79 |
6.21 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
| Bond funds |
|
YTD
|
|
|
50.22 |
7.22
|
2.27
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.06 |
7.22
|
-0.44 |
0.27 |
-0.06 |
5.68 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
|
5.7544 |
7.17
|
5.41
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.89 |
7.17
|
-0.40 |
0.31 |
0.77 |
5.76 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
|
6.44 |
6.94
|
2.92
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.70 |
6.94
|
-0.46 |
0.20 |
-0.02 |
5.51 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
|
83.6983 |
6.22
|
2.67
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.75 |
6.22
|
-0.16 |
0.05 |
0.15 |
4.79 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
|
6.79 |
6.12
|
12.77
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.72 |
6.12
|
0.30 |
-0.99 |
-0.36 |
6.00 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
|
7.78 |
6.04
|
5.23
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.43 |
6.04
|
-0.26 |
0.38 |
0.39 |
5.63 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
|
8.3608 |
6.03
|
3.28
|
2025-12-11 |
|
|
| Cumulative Returns (%) as of 2025-12-11 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.75 |
6.03
|
-0.14 |
-0.06 |
0.24 |
4.70 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
|
8.48 |
6.00
|
13.27
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.19 |
6.00
|
0.24 |
-1.10 |
-0.31 |
5.95 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
|
7.74 |
5.81
|
5.96
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.39 |
5.81
|
-0.13 |
0.26 |
0.52 |
5.54 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
|
5.909 |
-1.08
|
2.05
|
2025-12-10 |
|
|
| Cumulative Returns (%) as of 2025-12-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.68 |
-1.08
|
-0.20 |
-2.19 |
-1.84 |
-2.50 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|