| Equity funds |
|
YTD
|
|
|
3,220.516 |
7.28
|
74.66
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 15.42 |
7.28
|
-3.84 |
-5.25 |
7.25 |
52.58 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
74.66
|
13.49 |
-13.14 |
-24.61 |
-0.91 |
|
|
|
15.8538 |
6.50
|
16.84
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.67 |
6.50
|
-0.49 |
-3.11 |
7.00 |
16.67 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
16.84
|
5.42 |
0.96 |
-3.87 |
11.59 |
|
|
|
61.64 |
2.63
|
34.39
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.65 |
2.63
|
-2.14 |
-3.31 |
4.87 |
31.34 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
34.39
|
4.56 |
-24.29 |
-28.67 |
-4.82 |
|
|
|
14.489 |
0.89
|
41.88
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.10 |
0.89
|
-2.28 |
-3.95 |
4.85 |
36.78 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
41.88
|
8.05 |
-23.47 |
-35.75 |
-0.73 |
|
|
|
22.52 |
0.06
|
22.63
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.03 |
0.06
|
-2.51 |
-7.53 |
1.09 |
12.90 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.63
|
9.87 |
15.12 |
-12.05 |
11.73 |
|
|
|
22.73 |
-0.58
|
22.46
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.03 |
-0.58
|
-2.57 |
-7.72 |
0.42 |
12.05 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.46
|
10.43 |
14.99 |
-12.09 |
11.09 |
|
|
|
15.04 |
-2.53
|
11.81
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.94 |
-2.53
|
0.60 |
-8.35 |
-1.38 |
12.41 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.81
|
11.11 |
0.32 |
-7.27 |
7.40 |
|
|
|
29.93 |
-3.17
|
11.67
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.79 |
-3.17
|
0.54 |
-8.55 |
-2.03 |
11.51 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.67
|
11.70 |
0.16 |
-7.34 |
6.84 |
|
|
|
12.11 |
-3.89
|
28.57
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.82 |
-3.89
|
-1.70 |
-4.50 |
-3.27 |
14.46 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.57
|
10.11 |
-22.27 |
- |
- |
|
|
|
10.83 |
-4.33
|
26.20
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.38 |
-4.33
|
-1.72 |
-4.67 |
-3.82 |
12.00 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
26.20
|
6.53 |
-25.55 |
- |
- |
|
|
|
12.14 |
-4.41
|
28.28
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.90 |
-4.41
|
-1.70 |
-4.63 |
-3.88 |
13.56 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.28
|
10.74 |
-22.46 |
- |
- |
|
|
|
75.07 |
-5.63
|
19.46
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 16.69 |
-5.63
|
-1.42 |
-4.73 |
-5.02 |
24.08 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.46
|
25.22 |
52.77 |
-44.34 |
23.87 |
|
|
|
56.98 |
-6.25
|
19.25
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.93 |
-6.25
|
-1.49 |
-4.97 |
-5.65 |
23.15 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.25
|
25.91 |
52.70 |
-44.39 |
23.18 |
|
|
|
70.24 |
-6.36
|
13.09
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.13 |
-6.36
|
-3.04 |
-8.11 |
-5.57 |
-0.64 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
13.09
|
1.94 |
2.18 |
-5.21 |
14.19 |
|
|
|
24.56 |
-7.11
|
11.18
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.40 |
-7.11
|
-2.58 |
-6.41 |
-6.76 |
2.77 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.18
|
15.72 |
18.38 |
-12.18 |
19.11 |
|
|
|
24.73 |
-10.59
|
22.23
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.79 |
-10.59
|
0.08 |
-8.71 |
-10.07 |
2.24 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.23
|
22.91 |
17.04 |
-15.13 |
22.45 |
|
|
|
81.7569 |
-11.44
|
1.19
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.59 |
-11.44
|
-0.27 |
-9.44 |
-10.61 |
-3.19 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
1.19
|
8.30 |
23.08 |
-14.90 |
19.14 |
|
|
|
66.23 |
-14.44
|
43.91
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.53 |
-14.44
|
-1.15 |
-12.44 |
-14.01 |
17.89 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
43.91
|
30.94 |
27.86 |
-19.39 |
16.11 |
|
| Commodity funds |
|
YTD
|
|
|
28.9798 |
35.61
|
18.02
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.64 |
35.61
|
5.21 |
11.79 |
39.23 |
52.89 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
18.02
|
-4.43 |
16.39 |
32.74 |
47.26 |
|
|
|
35.13 |
32.02
|
9.01
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.16 |
32.02
|
4.12 |
10.68 |
34.70 |
35.69 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
9.01
|
1.92 |
3.68 |
39.58 |
41.21 |
|
|
|
93.09 |
-7.35
|
159.48
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.41 |
-7.35
|
-14.36 |
-21.73 |
-6.25 |
84.15 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
159.48
|
13.58 |
6.46 |
-17.00 |
-10.59 |
|
|
|
17.08 |
-7.73
|
155.66
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.97 |
-7.73
|
-14.47 |
-21.90 |
-6.67 |
80.74 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
155.66
|
12.25 |
5.22 |
-17.72 |
-10.78 |
|
| Multi income funds |
|
YTD
|
|
|
9.73 |
1.31
|
10.93
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.31 |
1.31
|
-1.02 |
-2.83 |
1.62 |
9.60 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.93
|
6.01 |
7.01 |
-7.33 |
13.88 |
|
|
|
10.36 |
0.22
|
11.73
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.47 |
0.22
|
-1.15 |
-3.56 |
0.58 |
10.37 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.73
|
6.79 |
7.82 |
-12.03 |
9.68 |
|
|
|
10.32 |
-0.36
|
11.49
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.43 |
-0.36
|
-1.24 |
-3.75 |
0.00 |
9.51 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.49
|
7.43 |
7.72 |
-12.18 |
9.10 |
|
|
|
8.77 |
-0.86
|
8.85
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.19 |
-0.86
|
-1.24 |
-3.91 |
-0.51 |
6.58 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.85
|
4.50 |
4.77 |
-11.79 |
11.80 |
|
|
|
7.888 |
-0.97
|
10.78
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.45 |
-0.97
|
-0.49 |
-2.80 |
-0.34 |
11.01 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.78
|
9.31 |
17.43 |
-19.65 |
12.37 |
|
|
|
8.1787 |
-1.63
|
10.53
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.40 |
-1.63
|
-0.59 |
-3.07 |
-1.05 |
10.10 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.53
|
9.94 |
17.32 |
-19.70 |
11.66 |
|
| Bond funds |
|
YTD
|
|
|
7.74 |
0.51
|
6.59
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.44 |
0.51
|
-0.13 |
-0.64 |
0.64 |
5.09 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.59
|
5.23 |
5.16 |
-8.28 |
2.83 |
|
|
|
6.65 |
0.14
|
6.78
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.70 |
0.14
|
-0.81 |
-2.40 |
0.44 |
3.97 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.78
|
12.77 |
-3.64 |
-8.61 |
-8.18 |
|
|
|
82.8826 |
0.09
|
6.55
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.72 |
0.09
|
-0.05 |
-1.15 |
0.41 |
4.20 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.55
|
2.67 |
5.36 |
-10.88 |
-1.21 |
|
|
|
7.66 |
-0.01
|
6.36
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.35 |
-0.01
|
-0.13 |
-0.65 |
0.12 |
4.46 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.36
|
5.96 |
4.98 |
-8.27 |
2.17 |
|
|
|
5.6899 |
-0.11
|
8.17
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.89 |
-0.11
|
-0.47 |
-1.32 |
0.61 |
6.52 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.17
|
5.41 |
12.12 |
-11.57 |
4.40 |
|
|
|
8.25 |
-0.43
|
6.56
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.11 |
-0.43
|
-0.88 |
-2.62 |
-0.19 |
3.16 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.56
|
13.27 |
-3.64 |
-8.68 |
-8.65 |
|
|
|
8.2215 |
-0.58
|
6.33
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.67 |
-0.58
|
-0.17 |
-1.42 |
-0.30 |
3.35 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.33
|
3.28 |
5.16 |
-10.87 |
-1.79 |
|
|
|
49.25 |
-0.91
|
7.75
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.95 |
-0.91
|
-0.73 |
-2.31 |
-0.74 |
4.08 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.75
|
2.27 |
8.37 |
-13.00 |
0.27 |
|
|
|
6.28 |
-1.48
|
7.49
|
2026-03-20 |
|
|
| Cumulative Returns (%) as of 2026-03-20 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.60 |
-1.48
|
-0.79 |
-2.44 |
-1.29 |
3.36 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.49
|
2.92 |
8.32 |
-13.14 |
-0.29 |
|
|
|
5.67 |
-3.04
|
-0.41
|
2026-03-18 |
|
|
| Cumulative Returns (%) as of 2026-03-18 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.38 |
-3.04
|
-0.91 |
-2.54 |
-2.41 |
-4.11 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
-0.41
|
2.05 |
5.46 |
-9.48 |
0.78 |
|