Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.137 | 0 | 6 |
| 1 month | 0.031 | 0 | 4 |
| 3 months | 0.041 | 0 | 18 |
| 1 year | 0.146 | 0 | 10 |
| 3 years | 0.115 | 0 | 12 |
| 5 years | 0.126 | 0 | 6 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.093 | — |
| 2022 | 0.089 | — |
| 2021 | 0.188 | — |
| 2020 | -0.025 | — |
| 2019 | -0.130 | — |
| 2018 | -0.028 | — |
| 2017 | 0.067 | — |
| 2016 | 0.026 | — |
| 2015 | 0.044 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | 0.031 | 0.025 | — |
| 2024 | 0.033 | 0.023 | 0.007 | 0.042 |
| 2023 | 0.014 | 0.029 | 0.025 | 0.022 |
| 2022 | 0.013 | 0.017 | 0.033 | 0.023 |
| 2021 | 0.100 | 0.043 | 0.002 | 0.033 |
| 2020 | -0.030 | -0.011 | 0.019 | -0.003 |
| 2019 | -0.031 | -0.023 | -0.045 | -0.038 |
| 2018 | 0.032 | -0.029 | -0.011 | -0.019 |
| 2017 | 0.008 | -0.002 | 0.054 | 0.005 |
| 2016 | -0.004 | -0.012 | 0.003 | 0.040 |
| 2015 | -0.013 | 0.006 | 0.033 | 0.018 |
| 2014 | -0.007 | 0.022 | 0.040 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.115 |
| 5 years | 0.126 |
| 10 years | 0.050 |
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/mutual_funds/world/performance
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Ultra plan.