Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0.044 | 81 |
| 1 month | 0.018 | -0.040 | 77 |
| 3 months | 0.034 | 0.041 | 57 |
| 1 year | 0.025 | 0.144 | 88 |
| 3 years | 0.099 | 0.060 | 75 |
| 5 years | 0.108 | 0.092 | 78 |
| 10 years | 0.099 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.151 | 0.116 |
| 2022 | -0.063 | -0.059 |
| 2021 | 0.260 | 0.262 |
| 2020 | 0.061 | 0.029 |
| 2019 | 0.287 | 0.250 |
| 2018 | -0.087 | -0.085 |
| 2017 | 0.145 | 0.159 |
| 2016 | 0.132 | 0.148 |
| 2015 | -0.026 | -0.040 |
| 2014 | 0.118 | 0.102 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.017 | 0.057 | — |
| 2024 | 0.071 | -0.030 | 0.056 | -0.011 |
| 2023 | 0.003 | 0.054 | -0.015 | 0.105 |
| 2022 | -0.015 | -0.127 | -0.046 | 0.143 |
| 2021 | 0.094 | 0.076 | -0.006 | 0.077 |
| 2020 | -0.239 | 0.151 | 0.067 | 0.135 |
| 2019 | 0.124 | 0.054 | 0.010 | 0.075 |
| 2018 | -0.030 | 0.014 | 0.050 | -0.116 |
| 2017 | 0.041 | 0.027 | 0.023 | 0.047 |
| 2016 | 0.015 | 0.017 | 0.022 | 0.073 |
| 2015 | -0.004 | 0.009 | -0.076 | 0.048 |
| 2014 | 0.019 | 0.050 | 0.000 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.099 |
| 5 years | 0.108 |
| 10 years | 0.099 |
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/mutual_funds/world/performance
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Ultra plan.