Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.287 | 0 | 25 |
| 1 month | 0.037 | 0 | 36 |
| 3 months | 0.096 | 0 | 41 |
| 1 year | 0.333 | 0 | 35 |
| 3 years | 0.250 | 0 | 36 |
| 5 years | 0.210 | 0 | 22 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.186 | — |
| 2023 | 0.279 | — |
| 2022 | 0.101 | — |
| 2021 | 0.144 | — |
| 2020 | -0.129 | — |
| 2019 | 0.216 | — |
| 2018 | -0.168 | — |
| 2017 | 0.260 | — |
| 2016 | -0.021 | — |
| 2015 | 0.089 | — |
| 2014 | 0.019 | — |
| 2013 | 0.682 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.065 | 0.145 | — |
| 2024 | 0.114 | 0.046 | -0.037 | 0.056 |
| 2023 | 0.059 | 0.121 | 0.057 | 0.019 |
| 2022 | 0.006 | 0.028 | 0.012 | 0.052 |
| 2021 | 0.138 | 0.015 | 0.028 | -0.037 |
| 2020 | -0.268 | 0.065 | 0.040 | 0.075 |
| 2019 | 0.073 | -0.019 | 0.023 | 0.130 |
| 2018 | -0.064 | 0.011 | 0.047 | -0.161 |
| 2017 | 0.032 | 0.056 | 0.055 | 0.096 |
| 2016 | -0.184 | -0.121 | 0.147 | 0.190 |
| 2015 | 0.059 | 0.104 | -0.166 | 0.118 |
| 2014 | -0.123 | 0.065 | 0.038 | 0.051 |
| 2013 | 0.219 | 0.153 | 0.070 | 0.118 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.266 |
| 3 years | 0.229 |
| 5 years | 0.198 |
| 10 years | 0.095 |
Access
/mutual_funds/world/performance
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Ultra plan.