Equity funds |
YTD
|
|
47.54 |
15.73
|
27.86
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.65 |
15.73
|
2.79 |
9.87 |
13.35 |
43.15 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
27.86
|
-19.39 |
16.11 |
8.47 |
32.48 |
|
|
1,743.75 |
15.14
|
-13.14
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
9.24 |
15.14
|
1.75 |
9.28 |
21.54 |
7.78 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-13.14
|
-24.61 |
-0.91 |
109.86 |
40.42 |
|
|
60.16 |
13.13
|
52.77
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
17.35 |
13.13
|
3.17 |
4.23 |
1.98 |
45.10 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
52.77
|
-44.34 |
23.87 |
60.44 |
37.30 |
|
|
45.79 |
13.12
|
52.70
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.51 |
13.12
|
3.27 |
4.47 |
2.12 |
45.69 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
52.70
|
-44.39 |
23.18 |
61.25 |
38.01 |
|
|
20.59 |
11.60
|
17.04
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.31 |
11.60
|
2.18 |
7.41 |
7.46 |
28.03 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
17.04
|
-15.13 |
22.45 |
5.34 |
23.10 |
|
|
71.01 |
9.13
|
2.18
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.85 |
9.13
|
2.38 |
6.19 |
3.24 |
10.38 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
2.18
|
-5.21 |
14.19 |
13.99 |
24.36 |
|
|
24.23 |
8.47
|
18.38
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.93 |
8.47
|
2.41 |
5.15 |
4.74 |
21.38 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
18.38
|
-12.18 |
19.11 |
5.00 |
24.68 |
|
|
19.02 |
7.59
|
14.99
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.47 |
7.59
|
1.93 |
7.82 |
7.70 |
15.74 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
14.99
|
-12.09 |
11.09 |
7.90 |
23.49 |
|
|
18.77 |
7.49
|
15.12
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.42 |
7.49
|
1.79 |
7.44 |
7.42 |
15.21 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
15.12
|
-12.05 |
11.73 |
7.44 |
22.81 |
|
|
9.49 |
6.63
|
-22.27
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-3.35 |
6.63
|
0.96 |
7.60 |
13.65 |
-9.53 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-22.27
|
- |
- |
- |
- |
|
|
9.53 |
6.60
|
-22.46
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-3.09 |
6.60
|
0.95 |
7.81 |
13.59 |
-9.32 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-22.46
|
- |
- |
- |
- |
|
|
26.36 |
6.38
|
0.16
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.65 |
6.38
|
2.29 |
6.68 |
5.02 |
4.40 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
0.16
|
-7.34 |
6.84 |
-0.12 |
9.83 |
|
|
13.19 |
6.20
|
0.32
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.28 |
6.20
|
2.09 |
6.20 |
4.68 |
3.86 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
0.32
|
-7.27 |
7.40 |
-0.56 |
9.17 |
|
|
8.87 |
5.34
|
-25.55
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-7.51 |
5.34
|
1.03 |
7.26 |
12.85 |
-13.55 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-25.55
|
- |
- |
- |
- |
|
|
88.43 |
4.98
|
23.08
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
11.04 |
4.98
|
1.75 |
2.48 |
1.23 |
26.44 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
23.08
|
-14.90 |
19.14 |
26.83 |
1.51 |
|
|
13.31 |
4.20
|
0.96
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.82 |
4.20
|
2.06 |
8.66 |
8.75 |
2.73 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
0.96
|
-3.87 |
11.59 |
-3.49 |
24.33 |
|
|
9.75 |
4.04
|
-23.47
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
6.30 |
4.04
|
0.09 |
3.84 |
10.06 |
-14.18 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-23.47
|
-35.75 |
-0.73 |
72.73 |
58.47 |
|
|
43.59 |
1.99
|
-24.29
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
8.57 |
1.99
|
-1.02 |
7.39 |
9.63 |
-16.62 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-24.29
|
-28.67 |
-4.82 |
70.01 |
50.21 |
|
Commodity funds |
YTD
|
|
38.30 |
12.35
|
6.46
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.68 |
12.35
|
4.39 |
7.16 |
31.07 |
2.57 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
6.46
|
-17.00 |
-10.59 |
28.38 |
34.55 |
|
|
7.22 |
11.94
|
5.22
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
-2.69 |
11.94
|
4.34 |
7.12 |
30.80 |
1.69 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.22
|
-17.72 |
-10.78 |
28.26 |
33.68 |
|
|
26.21 |
9.44
|
3.68
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.26 |
9.44
|
0.08 |
-1.02 |
9.76 |
21.17 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
3.68
|
39.58 |
41.21 |
-28.54 |
11.41 |
|
|
20.38 |
7.55
|
16.39
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.87 |
7.55
|
0.23 |
2.32 |
13.79 |
26.80 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
16.39
|
32.74 |
47.26 |
-32.30 |
-2.28 |
|
Multi income funds |
YTD
|
|
8.21 |
3.80
|
17.32
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.31 |
3.80
|
1.14 |
2.67 |
2.49 |
15.90 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
17.32
|
-19.70 |
11.66 |
21.94 |
19.49 |
|
|
7.90 |
3.73
|
17.43
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
7.34 |
3.73
|
0.98 |
2.35 |
2.28 |
15.44 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
17.43
|
-19.65 |
12.37 |
21.37 |
18.91 |
|
|
9.80 |
3.08
|
7.01
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.10 |
3.08
|
1.24 |
3.44 |
3.57 |
8.01 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
7.01
|
-7.33 |
13.88 |
1.26 |
13.90 |
|
|
10.07 |
2.66
|
7.82
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.02 |
2.66
|
0.60 |
1.91 |
3.40 |
7.01 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
7.82
|
-12.03 |
9.68 |
4.18 |
14.27 |
|
|
10.05 |
2.66
|
7.72
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.99 |
2.66
|
0.60 |
2.22 |
3.41 |
7.44 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
7.72
|
-12.18 |
9.10 |
4.73 |
14.81 |
|
|
8.55 |
1.84
|
4.77
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
5.10 |
1.84
|
0.71 |
2.28 |
3.06 |
4.71 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
4.77
|
-11.79 |
11.80 |
6.28 |
15.03 |
|
Bond funds |
YTD
|
|
7.00 |
6.97
|
-3.64
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.28 |
6.97
|
0.29 |
0.90 |
3.73 |
7.79 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-3.64
|
-8.61 |
-8.18 |
-0.90 |
9.43 |
|
|
8.71 |
6.93
|
-3.64
|
2024-05-14 |
|
|
Cumulative Returns (%) as of 2024-05-14 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.95 |
6.93
|
0.46 |
1.34 |
3.92 |
8.23 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
-3.64
|
-8.68 |
-8.65 |
-0.45 |
9.95 |
|
|
7.76 |
1.96
|
4.98
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.92 |
1.96
|
0.39 |
1.57 |
1.83 |
5.09 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
4.98
|
-8.27 |
2.17 |
3.05 |
11.37 |
|
|
7.82 |
1.81
|
5.16
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.01 |
1.81
|
0.13 |
1.16 |
1.55 |
4.55 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.16
|
-8.28 |
2.83 |
2.61 |
10.67 |
|
|
6.63 |
1.26
|
5.46
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
0.88 |
1.26
|
0.56 |
0.93 |
0.48 |
2.53 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.46
|
-9.48 |
0.78 |
6.72 |
5.96 |
|
|
5.64 |
1.15
|
12.12
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
3.09 |
1.15
|
0.09 |
1.49 |
1.69 |
8.62 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
12.12
|
-11.57 |
4.40 |
0.09 |
12.52 |
|
|
8.36 |
0.32
|
5.16
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.33 |
0.32
|
1.19 |
2.38 |
1.69 |
1.57 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.16
|
-10.87 |
-1.79 |
5.90 |
10.87 |
|
|
8.36 |
0.32
|
5.16
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.33 |
0.32
|
1.19 |
2.38 |
1.69 |
1.57 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.16
|
-10.87 |
-1.79 |
5.90 |
10.87 |
|
|
83.95 |
0.24
|
5.36
|
2024-05-16 |
|
|
Cumulative Returns (%) as of 2024-05-16 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
2.36 |
0.24
|
1.06 |
2.05 |
1.48 |
1.14 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
5.36
|
-10.88 |
-1.21 |
5.43 |
10.21 |
|
|
6.43 |
-0.26
|
8.32
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.57 |
-0.26
|
0.94 |
2.28 |
0.93 |
5.24 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
8.32
|
-13.14 |
-0.29 |
4.62 |
12.24 |
|
|
50.25 |
-0.37
|
8.37
|
2024-05-15 |
|
|
Cumulative Returns (%) as of 2024-05-15 |
All (Annualized) |
YTD |
1W |
1M |
3M |
1Y |
4.94 |
-0.37
|
0.72 |
1.94 |
0.80 |
4.70 |
Calender Year Return (%) |
2023 |
2022 |
2021 |
2020 |
2019 |
8.37
|
-13.00 |
0.27 |
4.13 |
11.64 |
|