| Equity funds |
|
YTD
|
|
|
3,018.336 |
75.61
|
13.49
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 15.05 |
75.61
|
-0.64 |
0.78 |
-6.09 |
71.15 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
|
74.00 |
37.57
|
30.94
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.08 |
37.57
|
1.94 |
5.10 |
7.53 |
33.02 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
|
13.9079 |
37.41
|
8.05
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.97 |
37.41
|
2.49 |
1.72 |
8.39 |
34.59 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
|
59.40 |
32.92
|
4.56
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.58 |
32.92
|
1.90 |
-0.39 |
7.47 |
30.35 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
|
12.90 |
31.63
|
10.11
|
2025-12-05 |
|
|
| Cumulative Returns (%) as of 2025-12-05 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.57 |
31.63
|
1.34 |
-1.15 |
-4.44 |
28.74 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.11
|
-22.27 |
- |
- |
- |
|
|
|
13.00 |
31.31
|
10.74
|
2025-12-05 |
|
|
| Cumulative Returns (%) as of 2025-12-05 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.84 |
31.31
|
1.25 |
-1.29 |
-4.34 |
28.71 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.74
|
-22.46 |
- |
- |
- |
|
|
|
11.60 |
29.32
|
6.53
|
2025-12-05 |
|
|
| Cumulative Returns (%) as of 2025-12-05 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.91 |
29.32
|
1.31 |
-1.44 |
-4.92 |
26.09 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.53
|
-25.55 |
- |
- |
- |
|
|
|
81.44 |
22.30
|
25.22
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 17.83 |
22.30
|
2.54 |
1.74 |
5.02 |
17.06 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
|
62.23 |
22.09
|
25.91
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.38 |
22.09
|
2.64 |
1.68 |
5.19 |
17.06 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
|
22.09 |
19.65
|
9.87
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.02 |
19.65
|
0.09 |
2.13 |
0.99 |
13.99 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
|
22.45 |
19.53
|
10.43
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.07 |
19.53
|
0.22 |
2.10 |
1.21 |
14.02 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
|
26.77 |
18.30
|
22.91
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.69 |
18.30
|
0.22 |
2.06 |
0.53 |
13.34 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
|
15.0754 |
17.26
|
5.42
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.41 |
17.26
|
-1.78 |
0.69 |
3.87 |
11.23 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
|
73.50 |
10.81
|
1.94
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.42 |
10.81
|
-2.61 |
4.99 |
8.71 |
5.39 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
|
26.61 |
10.64
|
15.72
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.22 |
10.64
|
-0.04 |
0.60 |
1.27 |
7.24 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
|
15.09 |
9.35
|
11.11
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.02 |
9.35
|
-1.11 |
0.27 |
-0.79 |
5.01 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
|
30.24 |
9.25
|
11.70
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.93 |
9.25
|
-0.98 |
0.30 |
-0.56 |
5.04 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
|
89.1132 |
-2.32
|
8.30
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.19 |
-2.32
|
-3.85 |
-4.26 |
-2.07 |
-7.21 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
| Commodity funds |
|
YTD
|
|
|
91.32 |
135.85
|
13.58
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.41 |
135.85
|
-3.01 |
14.55 |
22.64 |
117.53 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
|
16.83 |
132.46
|
12.25
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.94 |
132.46
|
-3.05 |
14.49 |
22.31 |
114.12 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
|
21.8027 |
20.40
|
-4.43
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.89 |
20.40
|
2.38 |
5.92 |
8.09 |
15.83 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
|
26.90 |
10.20
|
1.92
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.09 |
10.20
|
-0.33 |
2.71 |
5.57 |
5.49 |
| 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
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.52 |
11.11
|
0.10 |
1.33 |
2.36 |
8.29 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
|
10.47 |
10.88
|
7.43
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.53 |
10.88
|
0.10 |
1.23 |
2.46 |
8.29 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
|
8.1755 |
10.77
|
9.31
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.67 |
10.77
|
0.20 |
1.65 |
3.05 |
8.42 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
|
8.5372 |
10.58
|
9.94
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.68 |
10.58
|
0.30 |
1.62 |
3.21 |
8.40 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
|
|
9.73 |
10.13
|
6.01
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.28 |
10.13
|
0.31 |
1.63 |
2.40 |
7.64 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
|
8.91 |
8.48
|
4.50
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.37 |
8.48
|
0.11 |
1.03 |
1.91 |
5.61 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
| Bond funds |
|
YTD
|
|
|
50.19 |
7.16
|
2.27
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.06 |
7.16
|
-0.28 |
0.13 |
-0.22 |
5.35 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
|
5.7493 |
7.08
|
5.41
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.88 |
7.08
|
-0.28 |
0.44 |
0.52 |
5.61 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
|
6.44 |
6.94
|
2.92
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.70 |
6.94
|
-0.16 |
0.04 |
-0.02 |
5.35 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
|
7.79 |
6.18
|
5.23
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.45 |
6.18
|
-0.13 |
0.64 |
0.51 |
5.77 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
|
83.6013 |
6.10
|
2.67
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.74 |
6.10
|
-0.44 |
-0.12 |
0.13 |
4.43 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
|
6.78 |
5.96
|
12.77
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.71 |
5.96
|
0.00 |
-1.13 |
-0.51 |
6.15 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
|
7.75 |
5.95
|
5.96
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.41 |
5.95
|
0.00 |
0.52 |
0.65 |
5.81 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
|
8.353 |
5.93
|
3.28
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.74 |
5.93
|
-0.34 |
-0.16 |
0.30 |
4.45 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
|
8.47 |
5.87
|
13.27
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.18 |
5.87
|
0.24 |
-1.11 |
-0.32 |
6.18 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
|
5.928 |
-0.76
|
2.05
|
2025-12-08 |
|
|
| Cumulative Returns (%) as of 2025-12-08 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.72 |
-0.76
|
-0.59 |
-1.84 |
-1.30 |
-2.15 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|