Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 99 |
| 1 month | -0.005 | 0 | 90 |
| 3 months | 0.016 | 0 | 96 |
| 1 year | -0.037 | 0 | 97 |
| 3 years | 0.270 | 0 | 4 |
| 5 years | 0.313 | 0 | 1 |
| 10 years | 0.192 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.589 | — |
| 2023 | 0.433 | — |
| 2022 | 0.120 | — |
| 2021 | 0.578 | — |
| 2020 | 0.107 | — |
| 2019 | 0.110 | — |
| 2018 | -0.115 | — |
| 2017 | 0.326 | — |
| 2016 | 0.065 | — |
| 2015 | 0.179 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.175 | 0.132 | -0.054 | — |
| 2024 | 0.109 | 0.210 | 0.129 | 0.049 |
| 2023 | -0.020 | 0.182 | 0.078 | 0.147 |
| 2022 | -0.014 | -0.057 | 0.228 | -0.019 |
| 2021 | 0.112 | 0.095 | 0.189 | 0.090 |
| 2020 | -0.280 | 0.135 | 0.155 | 0.173 |
| 2019 | 0.041 | -0.010 | 0.032 | 0.043 |
| 2018 | -0.101 | 0.009 | -0.043 | 0.020 |
| 2017 | 0.136 | 0.033 | 0.012 | 0.116 |
| 2016 | -0.059 | 0.106 | 0.118 | -0.085 |
| 2015 | 0.118 | 0.042 | 0.008 | 0.004 |
| 2014 | 0.305 | 0.105 | 0.138 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.270 |
| 5 years | 0.313 |
| 10 years | 0.192 |
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/mutual_funds/world/performance
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Ultra plan.