Equity funds |
YTD
|
|
2,074.05 |
20.67
|
13.49
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.77 |
20.67
|
1.52 |
5.09 |
16.61 |
28.38 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
20.30 |
8.05
|
9.87
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.70 |
8.05
|
-1.02 |
1.81 |
5.16 |
14.60 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
20.65 |
8.03
|
10.43
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.76 |
8.03
|
-1.01 |
1.99 |
5.18 |
15.32 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
10.48 |
6.94
|
10.11
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.00 |
6.94
|
0.00 |
-1.87 |
3.25 |
18.55 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.11
|
-22.27 |
- |
- |
- |
|
|
10.58 |
6.87
|
10.74
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.41 |
6.87
|
-0.09 |
-1.76 |
3.32 |
19.28 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.74
|
-22.46 |
- |
- |
- |
|
|
9.57 |
6.69
|
6.53
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-1.84 |
6.69
|
-0.10 |
-1.95 |
2.90 |
15.02 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.53
|
-25.55 |
- |
- |
- |
|
|
47.64 |
6.60
|
4.56
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.69 |
6.60
|
1.49 |
3.52 |
5.59 |
11.75 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
70.41 |
6.15
|
1.94
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.49 |
6.15
|
-1.54 |
0.17 |
3.93 |
1.24 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
10.65 |
5.21
|
8.05
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.55 |
5.21
|
1.82 |
1.29 |
5.05 |
12.20 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
23.65 |
4.46
|
22.91
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.09 |
4.46
|
0.08 |
-4.02 |
1.81 |
20.19 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
13.61 |
4.15
|
5.42
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.91 |
4.15
|
0.56 |
-0.16 |
1.71 |
11.16 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
55.19 |
2.60
|
30.94
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.06 |
2.60
|
2.79 |
-5.22 |
0.36 |
27.17 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
24.88 |
-0.06
|
15.72
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.87 |
-0.06
|
-2.28 |
-4.45 |
-2.39 |
9.20 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
13.48 |
-2.32
|
11.11
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.31 |
-2.32
|
-1.61 |
-1.89 |
-4.73 |
3.85 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
27.03 |
-2.35
|
11.70
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.53 |
-2.35
|
-1.60 |
-1.78 |
-4.72 |
4.48 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
60.39 |
-9.31
|
25.22
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
16.10 |
-9.31
|
-1.42 |
-13.91 |
-12.55 |
1.22 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
46.19 |
-9.38
|
25.91
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.33 |
-9.38
|
-1.43 |
-13.79 |
-12.52 |
1.87 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
80.55 |
-11.70
|
8.30
|
2025-03-13 |
|
|
Cumulative Returns (%) as of 2025-03-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.03 |
-11.70
|
-1.64 |
-4.08 |
-15.15 |
-4.50 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
Commodity funds |
YTD
|
|
49.45 |
27.71
|
13.58
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.43 |
27.71
|
7.83 |
6.62 |
22.25 |
49.67 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
9.24 |
27.62
|
12.25
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-0.62 |
27.62
|
7.82 |
6.57 |
22.06 |
48.08 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
25.17 |
3.11
|
1.92
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.93 |
3.11
|
3.92 |
-0.67 |
3.84 |
-1.72 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
|
18.59 |
2.68
|
-4.43
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.53 |
2.68
|
3.31 |
-1.14 |
2.78 |
-3.35 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
Multi income funds |
YTD
|
|
9.58 |
1.79
|
6.01
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.12 |
1.79
|
-0.75 |
-0.34 |
0.33 |
7.12 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
9.98 |
0.84
|
6.79
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.07 |
0.84
|
-0.89 |
-1.89 |
-0.95 |
6.23 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
10.01 |
0.74
|
7.43
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.09 |
0.74
|
-0.99 |
-1.88 |
-0.95 |
6.87 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
8.52 |
0.67
|
4.50
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.02 |
0.67
|
-0.93 |
-1.89 |
-1.09 |
4.41 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
|
7.64 |
-1.85
|
9.31
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.13 |
-1.85
|
0.13 |
-4.74 |
-3.41 |
4.71 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
7.99 |
-1.90
|
9.94
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.15 |
-1.90
|
0.10 |
-4.58 |
-3.43 |
5.41 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
Bond funds |
YTD
|
|
8.80 |
2.79
|
13.27
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.23 |
2.79
|
-0.11 |
0.74 |
2.62 |
10.52 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
7.03 |
2.67
|
12.77
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.67 |
2.67
|
-0.28 |
0.60 |
2.42 |
9.70 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
50.03 |
2.04
|
2.27
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.98 |
2.04
|
-0.26 |
0.53 |
1.22 |
5.36 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
6.43 |
1.98
|
2.92
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.64 |
1.98
|
-0.31 |
0.67 |
1.24 |
6.16 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
83.63 |
1.84
|
2.67
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.56 |
1.84
|
-0.34 |
0.93 |
0.86 |
4.44 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
7.81 |
1.81
|
5.23
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.28 |
1.81
|
0.00 |
0.64 |
1.42 |
6.05 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
8.36 |
1.76
|
3.28
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.57 |
1.76
|
-0.36 |
1.07 |
0.90 |
5.11 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
8.36 |
1.76
|
3.28
|
2025-03-14 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.57 |
1.76
|
-0.36 |
1.07 |
0.90 |
5.11 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
7.79 |
1.68
|
5.96
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.24 |
1.68
|
-0.13 |
0.77 |
1.55 |
6.77 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
5.65 |
1.11
|
5.41
|
2025-03-17 |
|
|
Cumulative Returns (%) as of 2025-03-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.30 |
1.11
|
-0.47 |
-0.67 |
0.32 |
6.60 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
6.30 |
0.01
|
2.05
|
2025-03-13 |
|
|
Cumulative Returns (%) as of 2025-03-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
0.89 |
0.01
|
0.46 |
0.85 |
-1.34 |
0.57 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|