Equity funds |
YTD
|
|
2,436.35 |
41.75
|
13.49
|
2025-06-05 |
|
|
Cumulative Returns (%) as of 2025-06-05 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
12.85 |
41.75
|
1.86 |
7.13 |
22.03 |
40.39 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
21.85 |
17.00
|
9.87
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.19 |
17.00
|
0.28 |
3.66 |
7.18 |
20.55 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
22.01 |
15.84
|
10.43
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.17 |
15.84
|
0.23 |
2.76 |
6.15 |
19.97 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
61.42 |
14.18
|
30.94
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.45 |
14.18
|
5.48 |
11.11 |
9.72 |
30.60 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
25.57 |
12.94
|
22.91
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.64 |
12.94
|
0.55 |
2.61 |
8.21 |
26.23 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
10.97 |
11.94
|
10.11
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.63 |
11.94
|
2.91 |
5.08 |
3.98 |
16.58 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.11
|
-22.27 |
- |
- |
- |
|
|
14.57 |
11.43
|
5.42
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.25 |
11.43
|
0.45 |
1.94 |
7.59 |
14.07 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
10.98 |
10.91
|
10.74
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.66 |
10.91
|
2.91 |
3.88 |
3.10 |
16.07 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.74
|
-22.46 |
- |
- |
- |
|
|
9.92 |
10.59
|
6.53
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-0.31 |
10.59
|
3.01 |
4.75 |
2.90 |
12.73 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.53
|
-25.55 |
- |
- |
- |
|
|
26.00 |
5.69
|
15.72
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.21 |
5.69
|
1.21 |
4.61 |
4.25 |
12.30 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
14.50 |
5.07
|
11.11
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.83 |
5.07
|
0.21 |
3.50 |
5.84 |
12.23 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
69.64 |
4.58
|
25.22
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
17.12 |
4.58
|
3.16 |
12.32 |
13.68 |
15.36 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
28.79 |
4.01
|
11.70
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.82 |
4.01
|
0.10 |
2.53 |
4.81 |
11.63 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
52.75 |
3.49
|
25.91
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.83 |
3.49
|
3.11 |
11.31 |
12.57 |
14.82 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
94.26 |
3.33
|
8.30
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.78 |
3.33
|
1.75 |
8.82 |
14.72 |
2.27 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
|
10.23 |
1.09
|
8.05
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.20 |
1.09
|
1.51 |
2.09 |
-2.80 |
6.44 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
45.06 |
0.83
|
4.56
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.26 |
0.83
|
1.49 |
1.33 |
-4.17 |
5.68 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
66.11 |
-0.33
|
1.94
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.13 |
-0.33
|
1.80 |
-0.91 |
-8.05 |
-8.05 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
Commodity funds |
YTD
|
|
60.36 |
55.89
|
13.58
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.08 |
55.89
|
5.69 |
7.56 |
28.34 |
58.51 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
11.26 |
55.52
|
12.25
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
0.92 |
55.52
|
5.73 |
7.44 |
28.10 |
57.04 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
18.54 |
2.41
|
-4.43
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.50 |
2.41
|
1.81 |
5.79 |
4.40 |
-6.16 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
24.57 |
0.66
|
1.92
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.79 |
0.66
|
2.72 |
4.64 |
3.50 |
-3.46 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
Multi income funds |
YTD
|
|
10.12 |
4.05
|
6.79
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.23 |
4.05
|
0.50 |
3.55 |
2.57 |
7.30 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
9.50 |
3.16
|
6.01
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.12 |
3.16
|
0.92 |
2.43 |
0.58 |
6.52 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
7.91 |
3.03
|
9.31
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.39 |
3.03
|
1.30 |
5.08 |
3.45 |
8.32 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
10.06 |
3.03
|
7.43
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.17 |
3.03
|
0.40 |
2.31 |
1.66 |
6.77 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
8.56 |
2.21
|
4.50
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.05 |
2.21
|
0.35 |
2.11 |
0.93 |
4.10 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
|
8.19 |
1.98
|
9.94
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.33 |
1.98
|
1.25 |
3.79 |
2.47 |
7.81 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
Bond funds |
YTD
|
|
6.46 |
4.45
|
2.05
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
1.42 |
4.45
|
-0.06 |
-0.91 |
4.93 |
4.75 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|
|
7.85 |
3.77
|
5.23
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.39 |
3.77
|
0.00 |
1.28 |
1.93 |
6.86 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
50.05 |
3.66
|
2.27
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.01 |
3.66
|
-0.20 |
1.55 |
1.32 |
5.95 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
5.72 |
3.52
|
5.41
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.42 |
3.52
|
0.45 |
2.77 |
1.63 |
7.92 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
6.88 |
2.80
|
12.77
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.62 |
2.80
|
-0.29 |
2.40 |
-0.15 |
6.65 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
83.26 |
2.79
|
2.67
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.59 |
2.79
|
0.06 |
1.29 |
0.59 |
4.47 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
7.75 |
2.73
|
5.96
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.27 |
2.73
|
0.00 |
0.52 |
0.90 |
6.49 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
6.37 |
2.60
|
2.92
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.62 |
2.60
|
-0.31 |
0.36 |
0.45 |
5.48 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
8.52 |
1.82
|
13.27
|
2025-06-06 |
|
|
Cumulative Returns (%) as of 2025-06-06 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.10 |
1.82
|
-0.23 |
1.12 |
-1.05 |
6.20 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
8.25 |
1.74
|
3.28
|
2025-06-09 |
|
|
Cumulative Returns (%) as of 2025-06-09 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.51 |
1.74
|
0.01 |
0.40 |
-0.39 |
3.97 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|