Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.125 | 0 | 3 |
| 1 month | 0.022 | 0 | 3 |
| 3 months | 0.068 | 0 | 58 |
| 1 year | 0.102 | 0 | 3 |
| 3 years | 0.181 | 0 | 3 |
| 5 years | 0.207 | 0 | 5 |
| 10 years | 0.158 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | 0.281 | — |
| 2022 | 0.075 | — |
| 2021 | 0.300 | — |
| 2020 | 0.142 | — |
| 2019 | 0.105 | — |
| 2018 | 0.002 | — |
| 2017 | 0.339 | — |
| 2016 | 0.088 | — |
| 2015 | 0.008 | — |
| 2014 | 0.422 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.086 | -0.015 | — |
| 2024 | 0.084 | 0.078 | 0.086 | -0.074 |
| 2023 | -0.029 | 0.109 | 0.061 | 0.122 |
| 2022 | 0.007 | -0.077 | 0.085 | 0.066 |
| 2021 | 0.064 | 0.081 | 0.122 | 0.007 |
| 2020 | -0.285 | 0.200 | 0.074 | 0.238 |
| 2019 | 0.043 | 0.025 | -0.019 | 0.053 |
| 2018 | -0.052 | 0.028 | 0.025 | 0.003 |
| 2017 | 0.117 | 0.043 | 0.052 | 0.093 |
| 2016 | -0.034 | 0.099 | 0.060 | -0.032 |
| 2015 | 0.032 | -0.014 | -0.022 | 0.013 |
| 2014 | 0.068 | 0.170 | 0.066 | 0.067 |
| 2013 | 0.023 | 0.020 | 0.108 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.181 |
| 5 years | 0.207 |
| 10 years | 0.158 |
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/mutual_funds/world/performance
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Ultra plan.