Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.305 | 0 | — |
| 1 month | 0.038 | 0 | — |
| 3 months | 0.099 | 0 | — |
| 1 year | 0.356 | 0 | — |
| 3 years | 0.284 | 0 | — |
| 5 years | 0.226 | 0 | — |
| 10 years | 0.102 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.228 | — |
| 2023 | 0.319 | — |
| 2022 | 0.097 | — |
| 2021 | 0.135 | — |
| 2020 | -0.141 | — |
| 2019 | 0.209 | — |
| 2018 | -0.174 | — |
| 2017 | 0.250 | — |
| 2016 | -0.045 | — |
| 2015 | 0.082 | — |
| 2014 | 0.009 | — |
| 2013 | 0.648 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.068 | 0.149 | — |
| 2024 | 0.125 | 0.057 | -0.032 | 0.067 |
| 2023 | 0.064 | 0.129 | 0.066 | 0.030 |
| 2022 | 0.002 | 0.025 | 0.013 | 0.054 |
| 2021 | 0.136 | 0.013 | 0.027 | -0.039 |
| 2020 | -0.272 | 0.061 | 0.038 | 0.072 |
| 2019 | 0.070 | -0.020 | 0.022 | 0.128 |
| 2018 | -0.066 | 0.010 | 0.044 | -0.162 |
| 2017 | 0.031 | 0.053 | 0.053 | 0.094 |
| 2016 | -0.189 | -0.130 | 0.141 | 0.187 |
| 2015 | 0.057 | 0.102 | -0.169 | 0.117 |
| 2014 | -0.127 | 0.065 | 0.038 | 0.046 |
| 2013 | 0.213 | 0.144 | 0.065 | 0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.288 |
| 3 years | 0.263 |
| 5 years | 0.214 |
| 10 years | 0.096 |
Access
/mutual_funds/world/performance
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Ultra plan.