Equity funds |
YTD
|
|
2,556.19 |
48.73
|
13.49
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
13.55 |
48.73
|
4.92 |
10.75 |
25.59 |
48.02 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
21.80 |
16.73
|
9.87
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.17 |
16.73
|
-0.46 |
3.52 |
8.57 |
21.85 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
21.96 |
15.58
|
10.43
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.14 |
15.58
|
-0.45 |
2.87 |
7.51 |
21.24 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
11.28 |
15.10
|
10.11
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.71 |
15.10
|
2.27 |
7.12 |
9.30 |
21.29 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.11
|
-22.27 |
- |
- |
- |
|
|
11.28 |
13.94
|
10.74
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.71 |
13.94
|
2.27 |
6.42 |
8.25 |
20.64 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.74
|
-22.46 |
- |
- |
- |
|
|
10.19 |
13.60
|
6.53
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
0.72 |
13.60
|
2.31 |
6.70 |
8.06 |
17.26 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.53
|
-25.55 |
- |
- |
- |
|
|
60.32 |
12.14
|
30.94
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.37 |
12.14
|
-1.79 |
2.08 |
11.91 |
32.14 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
14.62 |
11.87
|
5.42
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.27 |
11.87
|
0.53 |
3.34 |
7.70 |
17.39 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
25.22 |
11.40
|
22.91
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.50 |
11.40
|
-1.64 |
-0.55 |
8.38 |
27.00 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
14.47 |
4.86
|
11.11
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.81 |
4.86
|
-0.14 |
1.47 |
7.99 |
13.22 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
25.79 |
4.84
|
15.72
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.12 |
4.84
|
-0.81 |
2.05 |
6.45 |
10.57 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
69.16 |
3.86
|
25.22
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
17.04 |
3.86
|
-0.49 |
3.97 |
18.14 |
10.82 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
28.74 |
3.83
|
11.70
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.80 |
3.83
|
-0.14 |
0.81 |
6.96 |
12.71 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
52.38 |
2.77
|
25.91
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.79 |
2.77
|
-0.51 |
3.27 |
17.00 |
10.27 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
45.44 |
1.68
|
4.56
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.30 |
1.68
|
0.42 |
0.51 |
-2.59 |
8.94 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
92.31 |
1.19
|
8.30
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.65 |
1.19
|
-1.05 |
3.08 |
14.59 |
-1.42 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
|
10.21 |
0.83
|
8.05
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.17 |
0.83
|
-0.26 |
-0.48 |
-1.56 |
8.02 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
66.81 |
0.72
|
1.94
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.17 |
0.72
|
1.06 |
2.78 |
-4.04 |
-6.10 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
Commodity funds |
YTD
|
|
61.94 |
59.97
|
13.58
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.17 |
59.97
|
2.62 |
17.64 |
28.51 |
69.19 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
11.55 |
59.53
|
12.25
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
1.11 |
59.53
|
2.58 |
17.50 |
28.19 |
67.63 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
19.67 |
8.62
|
-4.43
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.66 |
8.62
|
7.30 |
9.16 |
8.63 |
-0.45 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
25.50 |
4.47
|
1.92
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.95 |
4.47
|
3.79 |
4.94 |
4.21 |
2.08 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
Multi income funds |
YTD
|
|
10.21 |
4.98
|
6.79
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.29 |
4.98
|
0.79 |
2.69 |
4.42 |
8.15 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
10.14 |
3.85
|
7.43
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.23 |
3.85
|
0.70 |
1.99 |
3.29 |
7.62 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
9.53 |
3.48
|
6.01
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.13 |
3.48
|
0.49 |
1.45 |
2.41 |
6.56 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
8.62 |
2.92
|
4.50
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.11 |
2.92
|
0.70 |
1.62 |
2.48 |
4.83 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
|
7.89 |
2.77
|
9.31
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.36 |
2.77
|
-0.25 |
1.66 |
5.37 |
7.31 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
8.17 |
1.69
|
9.94
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.30 |
1.69
|
-0.28 |
0.98 |
4.33 |
6.77 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
Bond funds |
YTD
|
|
50.32 |
4.22
|
2.27
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.04 |
4.22
|
0.54 |
1.52 |
2.05 |
6.18 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
7.87 |
4.04
|
5.23
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.41 |
4.04
|
0.13 |
1.41 |
2.19 |
6.99 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
5.74 |
3.85
|
5.41
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.44 |
3.85
|
0.31 |
1.67 |
2.73 |
7.86 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
83.93 |
3.62
|
2.67
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.65 |
3.62
|
0.46 |
2.24 |
1.86 |
5.25 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
6.92 |
3.40
|
12.77
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.66 |
3.40
|
0.58 |
1.49 |
0.00 |
7.27 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
6.40 |
3.08
|
2.92
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.64 |
3.08
|
0.47 |
0.83 |
1.08 |
5.65 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
6.37 |
3.01
|
2.05
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
1.24 |
3.01
|
-1.38 |
-1.04 |
3.01 |
3.03 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|
|
7.76 |
2.87
|
5.96
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.28 |
2.87
|
0.00 |
0.65 |
1.16 |
6.35 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
8.31 |
2.54
|
3.28
|
2025-06-13 |
|
|
Cumulative Returns (%) as of 2025-06-13 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.58 |
2.54
|
0.43 |
1.52 |
0.85 |
4.75 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
8.56 |
2.30
|
13.27
|
2025-06-12 |
|
|
Cumulative Returns (%) as of 2025-06-12 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.12 |
2.30
|
0.47 |
0.65 |
-1.04 |
6.58 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|