| Equity funds |
|
YTD
|
|
|
3,002.281 |
74.68
|
13.49
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 14.94 |
74.68
|
-0.53 |
-0.48 |
-7.40 |
68.80 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
|
76.38 |
42.00
|
30.94
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.20 |
42.00
|
2.63 |
7.61 |
9.36 |
38.34 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
|
13.6587 |
34.95
|
8.05
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.84 |
34.95
|
-1.84 |
1.35 |
2.65 |
35.37 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
|
59.19 |
32.45
|
4.56
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.55 |
32.45
|
-0.35 |
0.08 |
5.28 |
31.18 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
|
12.51 |
27.65
|
10.11
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.43 |
27.65
|
-2.72 |
-3.40 |
-7.95 |
23.25 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.11
|
-22.27 |
- |
- |
- |
|
|
|
12.61 |
27.37
|
10.74
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.71 |
27.37
|
-2.85 |
-3.59 |
-8.02 |
23.14 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.74
|
-22.46 |
- |
- |
- |
|
|
|
11.24 |
25.31
|
6.53
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.81 |
25.31
|
-2.85 |
-3.77 |
-8.54 |
20.86 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.53
|
-25.55 |
- |
- |
- |
|
|
|
22.34 |
21.01
|
9.87
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.10 |
21.01
|
1.04 |
2.11 |
2.18 |
17.65 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
|
22.70 |
20.86
|
10.43
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.15 |
20.86
|
1.07 |
1.99 |
2.20 |
17.56 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
|
27.34 |
20.82
|
22.91
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.86 |
20.82
|
1.18 |
2.86 |
2.32 |
17.80 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
|
78.25 |
17.51
|
25.22
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 17.43 |
17.51
|
-4.35 |
-1.19 |
-1.04 |
11.25 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
|
15.0962 |
17.42
|
5.42
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.41 |
17.42
|
0.87 |
-0.31 |
2.88 |
15.34 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
|
59.79 |
17.30
|
25.91
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.21 |
17.30
|
-4.34 |
-1.30 |
-1.04 |
11.18 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
|
74.18 |
11.83
|
1.94
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.45 |
11.83
|
1.01 |
1.45 |
10.40 |
8.75 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
|
15.20 |
10.14
|
11.11
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.07 |
10.14
|
0.73 |
0.60 |
-0.91 |
7.57 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
|
30.46 |
10.04
|
11.70
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.96 |
10.04
|
0.79 |
0.53 |
-0.91 |
7.52 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
|
26.43 |
9.89
|
15.72
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.14 |
9.89
|
-0.30 |
-0.46 |
-0.46 |
7.09 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
|
89.2042 |
-2.22
|
8.30
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.19 |
-2.22
|
-0.77 |
-4.62 |
-3.50 |
-6.41 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
| Commodity funds |
|
YTD
|
|
|
97.32 |
151.34
|
13.58
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.63 |
151.34
|
6.75 |
13.49 |
25.77 |
136.67 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
|
17.93 |
147.65
|
12.25
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.42 |
147.65
|
6.73 |
13.41 |
25.47 |
133.16 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
|
21.148 |
16.79
|
-4.43
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.81 |
16.79
|
-1.73 |
0.73 |
4.64 |
14.61 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
|
25.89 |
6.06
|
1.92
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.93 |
6.06
|
-3.68 |
-2.89 |
-1.15 |
4.56 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
| Multi income funds |
|
YTD
|
|
|
10.45 |
11.11
|
6.79
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.51 |
11.11
|
0.00 |
1.04 |
1.87 |
9.13 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
|
10.47 |
10.88
|
7.43
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.52 |
10.88
|
0.00 |
0.94 |
1.87 |
9.02 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
|
9.75 |
10.36
|
6.01
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.29 |
10.36
|
0.31 |
1.31 |
2.40 |
9.22 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
|
8.0447 |
9.72
|
9.31
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.59 |
9.72
|
-0.82 |
0.82 |
1.13 |
7.70 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
|
8.402 |
9.53
|
9.94
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.59 |
9.53
|
-0.79 |
0.75 |
1.15 |
7.63 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
|
|
8.90 |
8.36
|
4.50
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.35 |
8.36
|
-0.11 |
0.69 |
1.11 |
6.46 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
| Bond funds |
|
YTD
|
|
|
50.32 |
7.43
|
2.27
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.07 |
7.43
|
0.34 |
0.63 |
-0.10 |
6.61 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
|
6.46 |
7.27
|
2.92
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.71 |
7.27
|
0.47 |
0.67 |
-0.01 |
6.66 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
|
5.7226 |
7.10
|
5.41
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.88 |
7.10
|
0.16 |
0.75 |
0.09 |
6.00 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
|
7.80 |
6.31
|
5.23
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.45 |
6.31
|
0.26 |
0.77 |
0.77 |
6.04 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
|
6.75 |
6.30
|
12.77
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.73 |
6.30
|
0.32 |
-0.81 |
-0.64 |
6.04 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
|
8.43 |
6.18
|
13.27
|
2025-12-15 |
|
|
| Cumulative Returns (%) as of 2025-12-15 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.20 |
6.18
|
0.29 |
-0.93 |
-0.65 |
6.01 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
|
83.5998 |
6.10
|
2.67
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.74 |
6.10
|
0.06 |
-0.02 |
-0.24 |
5.28 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
|
7.76 |
6.09
|
5.96
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.41 |
6.09
|
0.26 |
0.65 |
0.78 |
5.95 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
|
8.3541 |
5.95
|
3.28
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.74 |
5.95
|
0.08 |
-0.09 |
-0.21 |
5.25 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
|
5.86 |
-1.90
|
2.05
|
2025-12-16 |
|
|
| Cumulative Returns (%) as of 2025-12-16 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.58 |
-1.90
|
-0.93 |
-2.74 |
-2.82 |
-3.01 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|