Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 8 |
| 1 month | 0.002 | 0 | 3 |
| 3 months | 0.007 | 0 | 11 |
| 1 year | 0.037 | 0 | 7 |
| 3 years | 0.053 | 0 | 3 |
| 5 years | 0.028 | 0 | 3 |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.060 | — |
| 2022 | -0.028 | — |
| 2021 | 0.008 | — |
| 2020 | 0.018 | — |
| 2019 | 0.024 | — |
| 2018 | -0.007 | — |
| 2017 | 0.014 | — |
| 2016 | -0.024 | — |
| 2015 | -0.001 | — |
| 2014 | 0.024 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.013 | 0.009 | — |
| 2024 | 0.016 | 0.014 | 0.021 | 0.012 |
| 2023 | 0.010 | 0.013 | 0.013 | 0.023 |
| 2022 | -0.006 | -0.028 | 0.001 | 0.006 |
| 2021 | 0.005 | 0.003 | 0.000 | 0.000 |
| 2020 | -0.037 | 0.034 | 0.009 | 0.014 |
| 2019 | 0.008 | 0.005 | 0.009 | 0.001 |
| 2018 | 0.002 | -0.004 | 0.003 | -0.008 |
| 2017 | 0.003 | 0.003 | 0.005 | 0.003 |
| 2016 | -0.013 | -0.005 | -0.001 | -0.005 |
| 2015 | 0.011 | -0.006 | -0.006 | 0.000 |
| 2014 | 0.009 | 0.003 | 0.017 | -0.004 |
| 2013 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.053 |
| 5 years | 0.028 |
| 10 years | 0.015 |
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/mutual_funds/world/performance
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Ultra plan.