| Equity funds |
|
YTD
|
|
|
3,249.069 |
8.24
|
74.66
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 15.92 |
8.24
|
4.69 |
7.35 |
3.76 |
94.87 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
74.66
|
13.49 |
-13.14 |
-24.61 |
-0.91 |
|
|
|
12.14 |
7.24
|
26.20
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.25 |
7.24
|
2.88 |
6.03 |
-2.02 |
41.49 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
26.20
|
6.53 |
-25.55 |
- |
- |
|
|
|
13.51 |
7.22
|
28.57
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.86 |
7.22
|
2.82 |
6.04 |
-1.46 |
44.18 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.57
|
10.11 |
-22.27 |
- |
- |
|
|
|
13.61 |
7.17
|
28.28
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.11 |
7.17
|
2.72 |
5.91 |
-1.59 |
44.02 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.28
|
10.74 |
-22.46 |
- |
- |
|
|
|
62.24 |
3.63
|
34.39
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.79 |
3.63
|
1.12 |
4.38 |
6.28 |
46.76 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
34.39
|
4.56 |
-24.29 |
-28.67 |
-4.82 |
|
|
|
14.7651 |
3.33
|
41.88
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.34 |
3.33
|
0.71 |
6.43 |
8.97 |
51.79 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
41.88
|
8.05 |
-23.47 |
-35.75 |
-0.73 |
|
|
|
81.58 |
2.55
|
19.46
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 17.71 |
2.55
|
1.12 |
2.90 |
3.34 |
22.49 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.46
|
25.22 |
52.77 |
-44.34 |
23.87 |
|
|
|
62.21 |
2.35
|
19.25
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.35 |
2.35
|
0.96 |
2.72 |
3.15 |
22.36 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.25
|
25.91 |
52.70 |
-44.39 |
23.18 |
|
|
|
27.01 |
1.39
|
11.18
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.31 |
1.39
|
0.67 |
2.15 |
3.07 |
13.59 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.18
|
15.72 |
18.38 |
-12.18 |
19.11 |
|
|
|
15.62 |
1.23
|
11.81
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.25 |
1.23
|
-1.33 |
3.03 |
3.65 |
15.45 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.81
|
11.11 |
0.32 |
-7.27 |
7.40 |
|
|
|
31.21 |
0.97
|
11.67
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.07 |
0.97
|
-1.48 |
2.80 |
3.34 |
15.25 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.67
|
11.70 |
0.16 |
-7.34 |
6.84 |
|
|
|
75.46 |
0.60
|
13.09
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.50 |
0.60
|
-0.42 |
2.14 |
7.99 |
12.36 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
13.09
|
1.94 |
2.18 |
-5.21 |
14.19 |
|
|
|
22.70 |
0.47
|
22.63
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.19 |
0.47
|
-0.57 |
2.05 |
3.74 |
25.32 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.63
|
9.87 |
15.12 |
-12.05 |
11.73 |
|
|
|
27.76 |
0.36
|
22.23
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.94 |
0.36
|
-1.77 |
1.57 |
4.91 |
24.88 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.23
|
22.91 |
17.04 |
-15.13 |
22.45 |
|
|
|
77.60 |
0.25
|
43.91
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.24 |
0.25
|
-1.86 |
1.38 |
13.14 |
47.47 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
43.91
|
30.94 |
27.86 |
-19.39 |
16.11 |
|
|
|
23.00 |
0.21
|
22.46
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.21 |
0.21
|
-0.73 |
1.80 |
3.43 |
25.04 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.46
|
10.43 |
14.99 |
-12.09 |
11.09 |
|
|
|
14.9639 |
-0.38
|
16.84
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.33 |
-0.38
|
-0.35 |
-0.41 |
0.49 |
18.52 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
16.84
|
5.42 |
0.96 |
-3.87 |
11.59 |
|
|
|
90.6275 |
-1.83
|
1.19
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.23 |
-1.83
|
-1.57 |
0.64 |
-1.53 |
8.23 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
1.19
|
8.30 |
23.08 |
-14.90 |
19.14 |
|
| Commodity funds |
|
YTD
|
|
|
111.16 |
10.64
|
159.48
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.07 |
10.64
|
8.02 |
12.09 |
31.08 |
174.81 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
159.48
|
13.58 |
6.46 |
-17.00 |
-10.59 |
|
|
|
20.48 |
10.64
|
155.66
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.42 |
10.64
|
8.07 |
12.04 |
30.86 |
170.90 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
155.66
|
12.25 |
5.22 |
-17.72 |
-10.78 |
|
|
|
22.0033 |
2.96
|
18.02
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.91 |
2.96
|
0.25 |
1.96 |
12.03 |
17.22 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
18.02
|
-4.43 |
16.39 |
32.74 |
47.26 |
|
|
|
27.27 |
2.48
|
9.01
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.13 |
2.48
|
0.81 |
2.33 |
6.57 |
6.40 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
9.01
|
1.92 |
3.68 |
39.58 |
41.21 |
|
| Multi income funds |
|
YTD
|
|
|
8.2545 |
1.62
|
10.78
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.74 |
1.62
|
0.80 |
1.51 |
2.98 |
13.15 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.78
|
9.31 |
17.43 |
-19.65 |
12.37 |
|
|
|
9.89 |
1.61
|
10.93
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.36 |
1.61
|
0.92 |
1.82 |
4.73 |
13.34 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.93
|
6.01 |
7.01 |
-7.33 |
13.88 |
|
|
|
8.5972 |
1.40
|
10.53
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.72 |
1.40
|
0.63 |
1.32 |
2.72 |
12.94 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.53
|
9.94 |
17.32 |
-19.70 |
11.66 |
|
|
|
10.59 |
1.34
|
11.73
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.62 |
1.34
|
0.67 |
1.90 |
4.13 |
13.68 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.73
|
6.79 |
7.82 |
-12.03 |
9.68 |
|
|
|
10.59 |
1.15
|
11.49
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.62 |
1.15
|
0.47 |
1.71 |
3.83 |
13.45 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.49
|
7.43 |
7.72 |
-12.18 |
9.10 |
|
|
|
9.01 |
1.12
|
8.85
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.45 |
1.12
|
0.56 |
1.59 |
3.21 |
10.72 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.85
|
4.50 |
4.77 |
-11.79 |
11.80 |
|
| Bond funds |
|
YTD
|
|
|
6.84 |
0.88
|
6.78
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.80 |
0.88
|
0.59 |
1.36 |
0.11 |
7.41 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.78
|
12.77 |
-3.64 |
-8.61 |
-8.18 |
|
|
|
8.52 |
0.71
|
6.56
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.24 |
0.71
|
0.35 |
1.13 |
-0.05 |
7.19 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.56
|
13.27 |
-3.64 |
-8.68 |
-8.65 |
|
|
|
5.8131 |
0.58
|
8.17
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.98 |
0.58
|
0.39 |
1.45 |
2.03 |
8.70 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.17
|
5.41 |
12.12 |
-11.57 |
4.40 |
|
|
|
7.81 |
0.38
|
6.59
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.49 |
0.38
|
0.13 |
0.64 |
1.68 |
6.72 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.59
|
5.23 |
5.16 |
-8.28 |
2.83 |
|
|
|
50.34 |
0.26
|
7.75
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.08 |
0.26
|
0.18 |
0.71 |
1.09 |
8.66 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.75
|
2.27 |
8.37 |
-13.00 |
0.27 |
|
|
|
6.45 |
0.16
|
7.49
|
2026-01-12 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.71 |
0.16
|
0.16 |
0.67 |
0.91 |
8.68 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.49
|
2.92 |
8.32 |
-13.14 |
-0.29 |
|
|
|
7.75 |
0.13
|
6.36
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.42 |
0.13
|
0.00 |
0.39 |
1.43 |
6.50 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.36
|
5.96 |
4.98 |
-8.27 |
2.17 |
|
|
|
83.4917 |
-0.09
|
6.55
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.75 |
-0.09
|
0.05 |
0.24 |
0.16 |
7.09 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.55
|
2.67 |
5.36 |
-10.88 |
-1.21 |
|
|
|
5.885 |
-0.29
|
-0.41
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-12 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.72 |
-0.29
|
0.27 |
0.68 |
-1.71 |
-0.43 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
-0.41
|
2.05 |
5.46 |
-9.48 |
0.78 |
|
|
|
8.3189 |
-0.32
|
6.33
|
2026-01-13 |
|
|
| Cumulative Returns (%) as of 2026-01-13 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.73 |
-0.32
|
-0.12 |
0.03 |
-0.17 |
6.90 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.33
|
3.28 |
5.16 |
-10.87 |
-1.79 |
|