| Equity funds |
|
YTD
|
|
|
3,055.388 |
77.77
|
13.49
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 15.50 |
77.77
|
-3.53 |
-4.07 |
9.97 |
70.32 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
|
13.32 |
34.55
|
10.74
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.11 |
34.55
|
-2.06 |
-3.90 |
7.51 |
28.94 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.74
|
-22.46 |
- |
- |
- |
|
|
|
13.18 |
34.49
|
10.11
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.72 |
34.49
|
-2.15 |
-3.94 |
6.38 |
28.84 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.11
|
-22.27 |
- |
- |
- |
|
|
|
11.91 |
32.78
|
6.53
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 6.05 |
32.78
|
-2.14 |
-4.03 |
6.53 |
26.17 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.53
|
-25.55 |
- |
- |
- |
|
|
|
13.4074 |
32.47
|
8.05
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.80 |
32.47
|
0.16 |
-1.21 |
20.58 |
25.24 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
|
57.42 |
28.49
|
4.56
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.46 |
28.49
|
-1.15 |
0.16 |
17.78 |
21.22 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
|
68.90 |
28.09
|
30.94
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.82 |
28.09
|
0.20 |
-4.57 |
-0.04 |
34.99 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
|
81.51 |
22.41
|
25.22
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 18.03 |
22.41
|
1.02 |
1.37 |
8.83 |
28.42 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
|
62.35 |
22.33
|
25.91
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.42 |
22.33
|
0.99 |
1.43 |
9.91 |
28.40 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
|
22.59 |
19.81
|
10.43
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.18 |
19.81
|
-0.09 |
1.68 |
0.98 |
14.02 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
|
22.20 |
19.79
|
9.87
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.12 |
19.79
|
-0.09 |
1.56 |
-0.05 |
14.00 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
|
15.1148 |
17.56
|
5.42
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.46 |
17.56
|
-0.02 |
3.32 |
2.81 |
11.38 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
|
26.35 |
16.44
|
22.91
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.64 |
16.44
|
-0.49 |
-2.26 |
-1.23 |
17.64 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
|
26.99 |
11.39
|
15.72
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 9.38 |
11.39
|
1.20 |
0.86 |
2.70 |
11.83 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
|
15.02 |
8.84
|
11.11
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.01 |
8.84
|
0.74 |
-1.05 |
0.27 |
3.66 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
|
30.12 |
8.82
|
11.70
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.95 |
8.82
|
0.77 |
-1.02 |
1.24 |
3.68 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
|
71.04 |
7.10
|
1.94
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 8.31 |
7.10
|
0.65 |
5.01 |
7.23 |
-1.74 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
|
94.4109 |
3.49
|
8.30
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 10.58 |
3.49
|
1.00 |
2.65 |
0.37 |
2.87 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
| Commodity funds |
|
YTD
|
|
|
81.84 |
111.36
|
13.58
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.06 |
111.36
|
-10.04 |
-1.11 |
32.79 |
69.93 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
|
15.10 |
108.56
|
12.25
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.13 |
108.56
|
-10.01 |
-1.18 |
31.99 |
67.41 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
|
20.4647 |
13.01
|
-4.43
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.73 |
13.01
|
3.26 |
1.47 |
3.62 |
8.20 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
|
26.16 |
7.17
|
1.92
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.00 |
7.17
|
2.23 |
-1.32 |
3.20 |
2.63 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
| Multi income funds |
|
YTD
|
|
|
10.45 |
9.89
|
6.79
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.49 |
9.89
|
0.38 |
0.85 |
2.58 |
8.32 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
|
10.49 |
9.87
|
7.43
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.51 |
9.87
|
0.38 |
0.85 |
3.67 |
8.42 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
|
9.78 |
9.18
|
6.01
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.28 |
9.18
|
0.82 |
1.00 |
2.73 |
6.56 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
|
8.1094 |
9.16
|
9.31
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.63 |
9.16
|
-0.01 |
0.05 |
2.69 |
10.30 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
|
8.4747 |
9.05
|
9.94
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 7.64 |
9.05
|
-0.04 |
0.05 |
3.69 |
10.26 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
|
|
8.92 |
7.86
|
4.50
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.38 |
7.86
|
0.45 |
0.76 |
3.03 |
5.76 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
| Bond funds |
|
YTD
|
|
|
50.76 |
7.28
|
2.27
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.11 |
7.28
|
-0.06 |
0.15 |
1.57 |
6.82 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
|
6.91 |
7.18
|
12.77
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.82 |
7.18
|
0.00 |
0.03 |
2.27 |
7.57 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
|
8.64 |
7.18
|
13.27
|
2025-10-22 |
|
|
| Cumulative Returns (%) as of 2025-10-22 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 5.30 |
7.18
|
0.12 |
-0.06 |
3.21 |
7.58 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
|
6.52 |
7.17
|
2.92
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 4.74 |
7.17
|
0.00 |
0.20 |
2.64 |
6.82 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
|
5.7762 |
7.05
|
5.41
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.91 |
7.05
|
-0.04 |
0.02 |
1.31 |
7.49 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
|
84.8993 |
6.76
|
2.67
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.82 |
6.76
|
0.29 |
0.80 |
2.11 |
5.99 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
|
8.492 |
6.71
|
3.28
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 2.83 |
6.71
|
0.29 |
0.83 |
3.14 |
6.00 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
|
7.82 |
5.50
|
5.23
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.43 |
5.50
|
0.13 |
0.13 |
0.51 |
5.90 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
|
7.79 |
5.40
|
5.96
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 3.40 |
5.40
|
0.13 |
0.13 |
1.55 |
5.95 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
|
6.164 |
2.00
|
2.05
|
2025-10-23 |
|
|
| Cumulative Returns (%) as of 2025-10-23 |
| All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
| 1.07 |
2.00
|
-0.26 |
1.65 |
-1.43 |
0.44 |
| Calender Year Return (%) |
| 2024 |
2023 |
2022 |
2021 |
2020 |
|
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|