Equity funds |
YTD
|
|
3,153.719 |
83.49
|
13.49
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
16.01 |
83.49
|
-3.49 |
-1.94 |
18.63 |
78.20 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.49
|
-13.14 |
-24.61 |
-0.91 |
109.86 |
|
|
13.56 |
36.97
|
10.74
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.84 |
36.97
|
-6.55 |
-0.95 |
13.76 |
33.86 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.74
|
-22.46 |
- |
- |
- |
|
|
13.42 |
36.94
|
10.11
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.45 |
36.94
|
-6.68 |
-1.11 |
12.58 |
33.80 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.11
|
-22.27 |
- |
- |
- |
|
|
12.13 |
35.23
|
6.53
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.74 |
35.23
|
-6.69 |
-1.14 |
12.73 |
30.99 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.53
|
-25.55 |
- |
- |
- |
|
|
58.41 |
30.70
|
4.56
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.56 |
30.70
|
-3.01 |
3.58 |
23.67 |
28.40 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.56
|
-24.29 |
-28.67 |
-4.82 |
70.01 |
|
|
13.0309 |
28.75
|
8.05
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.62 |
28.75
|
-4.30 |
-3.48 |
18.97 |
28.00 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.05
|
-23.47 |
-35.75 |
-0.73 |
72.73 |
|
|
67.56 |
25.60
|
30.94
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.74 |
25.60
|
-3.21 |
-4.16 |
-0.46 |
30.25 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
30.94
|
27.86 |
-19.39 |
16.11 |
8.47 |
|
|
61.59 |
20.84
|
25.91
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.38 |
20.84
|
2.12 |
2.43 |
8.45 |
25.36 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.91
|
52.70 |
-44.39 |
23.18 |
61.25 |
|
|
80.47 |
20.84
|
25.22
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
17.94 |
20.84
|
1.94 |
2.33 |
7.32 |
25.25 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
25.22
|
52.77 |
-44.34 |
23.87 |
60.44 |
|
|
22.51 |
19.39
|
10.43
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.16 |
19.39
|
0.63 |
0.82 |
2.03 |
11.21 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
10.43
|
14.99 |
-12.09 |
11.09 |
7.90 |
|
|
22.11 |
19.30
|
9.87
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.10 |
19.30
|
0.41 |
0.69 |
0.94 |
11.09 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.87
|
15.12 |
-12.05 |
11.73 |
7.44 |
|
|
15.0225 |
16.85
|
5.42
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.43 |
16.85
|
0.35 |
2.99 |
4.75 |
9.43 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.42
|
0.96 |
-3.87 |
11.59 |
-3.49 |
|
|
26.11 |
15.38
|
22.91
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.57 |
15.38
|
-1.32 |
-2.97 |
-0.45 |
15.33 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
22.91
|
17.04 |
-15.13 |
22.45 |
5.34 |
|
|
26.76 |
10.44
|
15.72
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.32 |
10.44
|
0.98 |
0.11 |
2.75 |
9.49 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
15.72
|
18.38 |
-12.18 |
19.11 |
5.00 |
|
|
29.70 |
7.30
|
11.70
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.88 |
7.30
|
-1.56 |
-3.45 |
1.02 |
0.47 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.70
|
0.16 |
-7.34 |
6.84 |
-0.12 |
|
|
14.80 |
7.25
|
11.11
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.91 |
7.25
|
-1.73 |
-3.52 |
-0.07 |
0.41 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
11.11
|
0.32 |
-7.27 |
7.40 |
-0.56 |
|
|
70.32 |
6.02
|
1.94
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.28 |
6.02
|
-0.35 |
4.18 |
8.33 |
-4.09 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.94
|
2.18 |
-5.21 |
14.19 |
13.99 |
|
|
92.9839 |
1.93
|
8.30
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
10.50 |
1.93
|
1.13 |
-0.45 |
-1.00 |
-0.04 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
8.30
|
23.08 |
-14.90 |
19.14 |
26.83 |
|
Commodity funds |
YTD
|
|
89.40 |
130.89
|
13.58
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.37 |
130.89
|
7.27 |
17.37 |
54.81 |
93.97 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.58
|
6.46 |
-17.00 |
-10.59 |
28.38 |
|
|
16.49 |
127.76
|
12.25
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.82 |
127.76
|
7.22 |
17.20 |
53.68 |
91.08 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.25
|
5.22 |
-17.72 |
-10.78 |
28.26 |
|
|
19.5577 |
8.00
|
-4.43
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.61 |
8.00
|
-2.94 |
-4.46 |
1.36 |
1.94 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
-4.43
|
16.39 |
32.74 |
47.26 |
-32.30 |
|
|
25.33 |
3.77
|
1.92
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.86 |
3.77
|
-2.16 |
-3.83 |
0.00 |
-1.25 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
1.92
|
3.68 |
39.58 |
41.21 |
-28.54 |
|
Multi income funds |
YTD
|
|
10.41 |
9.47
|
6.79
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.47 |
9.47
|
-0.10 |
0.36 |
2.98 |
7.38 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.79
|
7.82 |
-12.03 |
9.68 |
4.18 |
|
|
10.45 |
9.45
|
7.43
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.49 |
9.45
|
0.10 |
0.56 |
4.09 |
7.48 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
7.43
|
7.72 |
-12.18 |
9.10 |
4.73 |
|
|
9.73 |
8.62
|
6.01
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.26 |
8.62
|
0.93 |
0.69 |
2.84 |
5.39 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
6.01
|
7.01 |
-7.33 |
13.88 |
1.26 |
|
|
8.068 |
8.60
|
9.31
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.60 |
8.60
|
-0.66 |
0.19 |
2.56 |
9.24 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.31
|
17.43 |
-19.65 |
12.37 |
21.37 |
|
|
8.4378 |
8.58
|
9.94
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.62 |
8.58
|
-0.49 |
0.30 |
3.61 |
9.31 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
9.94
|
17.32 |
-19.70 |
11.66 |
21.94 |
|
|
8.88 |
7.38
|
4.50
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.34 |
7.38
|
0.00 |
0.20 |
3.28 |
4.69 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
4.50
|
4.77 |
-11.79 |
11.80 |
6.28 |
|
Bond funds |
YTD
|
|
6.91 |
7.18
|
12.77
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.83 |
7.18
|
-0.54 |
0.03 |
2.71 |
7.42 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
12.77
|
-3.64 |
-8.61 |
-8.18 |
-0.90 |
|
|
8.64 |
7.18
|
13.27
|
2025-10-16 |
|
|
Cumulative Returns (%) as of 2025-10-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.31 |
7.18
|
-0.40 |
0.17 |
3.70 |
7.45 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
13.27
|
-3.64 |
-8.68 |
-8.65 |
-0.45 |
|
|
6.52 |
7.17
|
2.92
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.74 |
7.17
|
0.46 |
0.05 |
3.12 |
6.01 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.92
|
8.32 |
-13.14 |
-0.29 |
4.62 |
|
|
50.71 |
7.17
|
2.27
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.10 |
7.17
|
0.30 |
-0.12 |
1.93 |
5.84 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.27
|
8.37 |
-13.00 |
0.27 |
4.13 |
|
|
8.5004 |
6.81
|
3.28
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.85 |
6.81
|
0.91 |
0.43 |
4.04 |
5.18 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
3.28
|
5.16 |
-10.87 |
-1.79 |
5.90 |
|
|
84.943 |
6.81
|
2.67
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.83 |
6.81
|
0.73 |
0.34 |
2.96 |
5.08 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.67
|
5.36 |
-10.88 |
-1.21 |
5.43 |
|
|
5.7623 |
6.79
|
5.41
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.89 |
6.79
|
0.15 |
-0.16 |
1.59 |
6.81 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.41
|
12.12 |
-11.57 |
4.40 |
0.09 |
|
|
7.79 |
5.40
|
5.96
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.40 |
5.40
|
0.39 |
0.13 |
1.81 |
5.54 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.96
|
4.98 |
-8.27 |
2.17 |
3.05 |
|
|
7.81 |
5.36
|
5.23
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.42 |
5.36
|
0.13 |
-0.13 |
0.76 |
5.37 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
5.23
|
5.16 |
-8.28 |
2.83 |
2.61 |
|
|
6.168 |
2.07
|
2.05
|
2025-10-17 |
|
|
Cumulative Returns (%) as of 2025-10-17 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
1.08 |
2.07
|
1.03 |
0.68 |
-1.51 |
0.34 |
Calender Year Return (%) |
2024 |
2023 |
2022 |
2021 |
2020 |
2.05
|
5.46 |
-9.48 |
0.78 |
6.72 |
|