Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 64 |
| 1 month | 0.001 | 0 | 74 |
| 3 months | 0.010 | 0 | 77 |
| 1 year | 0.031 | 0 | 78 |
| 3 years | 0.042 | 0 | 53 |
| 5 years | -0.010 | 0 | 45 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.018 | — |
| 2023 | 0.068 | — |
| 2022 | -0.155 | — |
| 2021 | -0.015 | — |
| 2020 | 0.036 | — |
| 2019 | 0.081 | — |
| 2018 | -0.046 | — |
| 2017 | 0.031 | — |
| 2016 | 0.035 | — |
| 2015 | 0.008 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.021 | 0.010 | — |
| 2024 | -0.003 | -0.001 | 0.040 | -0.017 |
| 2023 | 0.019 | 0.003 | -0.016 | 0.062 |
| 2022 | -0.063 | -0.088 | -0.038 | 0.027 |
| 2021 | -0.020 | 0.015 | -0.002 | -0.008 |
| 2020 | -0.070 | 0.067 | 0.014 | 0.030 |
| 2019 | 0.039 | 0.025 | 0.012 | 0.003 |
| 2018 | -0.019 | -0.014 | 0.005 | -0.019 |
| 2017 | 0.006 | 0.013 | 0.009 | 0.003 |
| 2016 | 0.007 | 0.024 | 0.023 | -0.018 |
| 2015 | 0.032 | -0.016 | -0.018 | 0.012 |
| 2014 | -0.011 | 0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.027 |
| 5 years | -0.018 |
| 10 years | 0.002 |
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/mutual_funds/world/performance
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Ultra plan.