| Equity funds |
|
YTD
|
|
|
3,371.884 |
12.33
|
74.66
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 16.13 |
12.33
|
-3.79 |
-2.00 |
12.81 |
65.04 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
74.66
|
13.49 |
-13.14 |
-24.61 |
-0.91 |
|
|
|
16.1266 |
8.33
|
16.84
|
2026-03-10 |
|
|
| Cumulative Returns (%) as of 2026-03-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.78 |
8.33
|
-2.05 |
1.47 |
9.09 |
20.67 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
16.84
|
5.42 |
0.96 |
-3.87 |
11.59 |
|
|
|
15.1093 |
5.21
|
41.88
|
2026-03-10 |
|
|
| Cumulative Returns (%) as of 2026-03-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.38 |
5.21
|
1.11 |
-1.02 |
8.70 |
44.48 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
41.88
|
8.05 |
-23.47 |
-35.75 |
-0.73 |
|
|
|
62.18 |
3.53
|
34.39
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.71 |
3.53
|
-2.46 |
-2.49 |
4.89 |
32.47 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
34.39
|
4.56 |
-24.29 |
-28.67 |
-4.82 |
|
|
|
23.19 |
3.04
|
22.63
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.28 |
3.04
|
-4.96 |
-2.42 |
5.51 |
15.75 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.63
|
9.87 |
15.12 |
-12.05 |
11.73 |
|
|
|
23.44 |
2.52
|
22.46
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.29 |
2.52
|
-4.95 |
-2.47 |
4.99 |
15.05 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.46
|
10.43 |
14.99 |
-12.09 |
11.09 |
|
|
|
78.08 |
-1.85
|
19.46
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 17.09 |
-1.85
|
-0.28 |
-1.23 |
-4.56 |
27.46 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.46
|
25.22 |
52.77 |
-44.34 |
23.87 |
|
|
|
12.36 |
-1.90
|
28.57
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.52 |
-1.90
|
-3.29 |
-3.66 |
-3.44 |
17.94 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.57
|
10.11 |
-22.27 |
- |
- |
|
|
|
25.85 |
-2.23
|
11.18
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.87 |
-2.23
|
-1.56 |
-1.86 |
-1.38 |
6.30 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.18
|
15.72 |
18.38 |
-12.18 |
19.11 |
|
|
|
73.31 |
-2.27
|
13.09
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.32 |
-2.27
|
-4.77 |
-3.35 |
-0.18 |
1.86 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
13.09
|
1.94 |
2.18 |
-5.21 |
14.19 |
|
|
|
12.41 |
-2.28
|
28.28
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.65 |
-2.28
|
-3.20 |
-3.72 |
-3.87 |
17.19 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
28.28
|
10.74 |
-22.46 |
- |
- |
|
|
|
11.06 |
-2.30
|
26.20
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.05 |
-2.30
|
-3.32 |
-3.99 |
-3.91 |
15.45 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
26.20
|
6.53 |
-25.55 |
- |
- |
|
|
|
59.37 |
-2.32
|
19.25
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.11 |
-2.32
|
-0.25 |
-1.28 |
-5.01 |
26.70 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
19.25
|
25.91 |
52.70 |
-44.39 |
23.18 |
|
|
|
14.94 |
-3.18
|
11.81
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.89 |
-3.18
|
-5.08 |
-7.43 |
-0.99 |
9.05 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.81
|
11.11 |
0.32 |
-7.27 |
7.40 |
|
|
|
29.78 |
-3.66
|
11.67
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.77 |
-3.66
|
-5.04 |
-7.52 |
-1.46 |
8.41 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.67
|
11.70 |
0.16 |
-7.34 |
6.84 |
|
|
|
84.2148 |
-8.77
|
1.19
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.76 |
-8.77
|
-4.83 |
-8.25 |
-6.32 |
2.49 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
1.19
|
8.30 |
23.08 |
-14.90 |
19.14 |
|
|
|
25.06 |
-9.40
|
22.23
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.93 |
-9.40
|
-4.53 |
-10.85 |
-7.25 |
6.10 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
22.23
|
22.91 |
17.04 |
-15.13 |
22.45 |
|
|
|
67.79 |
-12.43
|
43.91
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.63 |
-12.43
|
-6.00 |
-13.82 |
-8.91 |
22.19 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
43.91
|
30.94 |
27.86 |
-19.39 |
16.11 |
|
| Commodity funds |
|
YTD
|
|
|
27.0629 |
26.64
|
18.02
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.45 |
26.64
|
-0.90 |
8.59 |
25.76 |
52.36 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
18.02
|
-4.43 |
16.39 |
32.74 |
47.26 |
|
|
|
33.22 |
24.84
|
9.01
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.94 |
24.84
|
-0.06 |
8.70 |
23.59 |
37.16 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
9.01
|
1.92 |
3.68 |
39.58 |
41.21 |
|
|
|
114.10 |
13.57
|
159.48
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.12 |
13.57
|
-12.57 |
0.87 |
25.15 |
141.53 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
159.48
|
13.58 |
6.46 |
-17.00 |
-10.59 |
|
|
|
20.97 |
13.29
|
155.66
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.54 |
13.29
|
-12.63 |
0.77 |
24.82 |
137.49 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
155.66
|
12.25 |
5.22 |
-17.72 |
-10.78 |
|
| Multi income funds |
|
YTD
|
|
|
9.93 |
3.39
|
10.93
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.39 |
3.39
|
-0.90 |
-0.53 |
4.25 |
11.82 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.93
|
6.01 |
7.01 |
-7.33 |
13.88 |
|
|
|
10.57 |
2.25
|
11.73
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.63 |
2.25
|
-1.86 |
-0.96 |
2.91 |
12.27 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.73
|
6.79 |
7.82 |
-12.03 |
9.68 |
|
|
|
10.54 |
1.76
|
11.49
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.60 |
1.76
|
-1.77 |
-1.06 |
2.43 |
11.51 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
11.49
|
7.43 |
7.72 |
-12.18 |
9.10 |
|
|
|
8.97 |
1.40
|
8.85
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.40 |
1.40
|
-1.75 |
-1.18 |
1.87 |
8.63 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.85
|
4.50 |
4.77 |
-11.79 |
11.80 |
|
|
|
7.9661 |
-0.65
|
10.78
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.49 |
-0.65
|
-2.02 |
-2.68 |
-0.51 |
10.96 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.78
|
9.31 |
17.43 |
-19.65 |
12.37 |
|
|
|
8.2807 |
-1.06
|
10.53
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.46 |
-1.06
|
-1.95 |
-2.68 |
-0.96 |
10.32 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
10.53
|
9.94 |
17.32 |
-19.70 |
11.66 |
|
| Bond funds |
|
YTD
|
|
|
6.75 |
0.96
|
6.78
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.77 |
0.96
|
-1.60 |
-1.24 |
1.59 |
4.70 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.78
|
12.77 |
-3.64 |
-8.61 |
-8.18 |
|
|
|
83.5124 |
0.85
|
6.55
|
2026-03-10 |
|
|
| Cumulative Returns (%) as of 2026-03-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.79 |
0.85
|
0.18 |
0.14 |
1.54 |
5.11 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.55
|
2.67 |
5.36 |
-10.88 |
-1.21 |
|
|
|
7.76 |
0.77
|
6.59
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.48 |
0.77
|
-0.51 |
-0.26 |
1.29 |
5.50 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.59
|
5.23 |
5.16 |
-8.28 |
2.83 |
|
|
|
50.05 |
0.70
|
7.75
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.06 |
0.70
|
-0.66 |
-0.21 |
1.33 |
6.05 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.75
|
2.27 |
8.37 |
-13.00 |
0.27 |
|
|
|
8.39 |
0.57
|
6.56
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.18 |
0.57
|
-1.53 |
-1.22 |
1.23 |
4.14 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.56
|
13.27 |
-3.64 |
-8.68 |
-8.65 |
|
|
|
5.7472 |
0.41
|
8.17
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.93 |
0.41
|
-0.56 |
-0.60 |
1.57 |
6.71 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
8.17
|
5.41 |
12.12 |
-11.57 |
4.40 |
|
|
|
7.69 |
0.39
|
6.36
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.40 |
0.39
|
-0.39 |
-0.13 |
0.91 |
4.87 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.36
|
5.96 |
4.98 |
-8.27 |
2.17 |
|
|
|
8.2967 |
0.33
|
6.33
|
2026-03-10 |
|
|
| Cumulative Returns (%) as of 2026-03-10 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.75 |
0.33
|
-0.08 |
0.05 |
0.97 |
4.36 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
6.33
|
3.28 |
5.16 |
-10.87 |
-1.79 |
|
|
|
6.39 |
0.24
|
7.49
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.68 |
0.24
|
-0.62 |
-0.27 |
0.91 |
5.33 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
7.49
|
2.92 |
8.32 |
-13.14 |
-0.29 |
|
|
|
5.677 |
-2.92
|
-0.41
|
2026-03-09 |
|
|
| Cumulative Returns (%) as of 2026-03-09 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 0.40 |
-2.92
|
-1.68 |
-1.69 |
-2.36 |
-3.13 |
| Calender Year Return (%) |
| 2025 |
2024 |
2023 |
2022 |
2021 |
|
-0.41
|
2.05 |
5.46 |
-9.48 |
0.78 |
|