Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.136 | 0 | 31 |
| 1 month | -0.012 | 0 | 81 |
| 3 months | 0.075 | 0 | 7 |
| 1 year | 0.127 | 0 | 29 |
| 3 years | 0.136 | 0 | 5 |
| 5 years | 0.108 | 0 | 7 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.132 | — |
| 2022 | -0.090 | — |
| 2021 | 0.181 | — |
| 2020 | 0.044 | — |
| 2019 | 0.216 | — |
| 2018 | -0.081 | — |
| 2017 | 0.124 | — |
| 2016 | 0.214 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.057 | 0.090 | — |
| 2024 | 0.085 | 0.032 | 0.001 | 0.053 |
| 2023 | 0.031 | 0.030 | 0.002 | 0.064 |
| 2022 | -0.020 | -0.097 | 0.027 | 0.001 |
| 2021 | 0.039 | 0.065 | 0.016 | 0.050 |
| 2020 | -0.205 | 0.171 | 0.033 | 0.085 |
| 2019 | 0.077 | 0.057 | 0.033 | 0.034 |
| 2018 | -0.051 | 0.043 | 0.040 | -0.106 |
| 2017 | 0.047 | 0.015 | 0.006 | 0.051 |
| 2016 | 0.010 | 0.050 | 0.088 | 0.053 |
| 2015 | -0.041 | -0.089 | 0.080 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.136 |
| 5 years | 0.108 |
| 10 years | 0.099 |
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/mutual_funds/world/performance
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Ultra plan.