Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.005 | 0 | 51 |
| 1 month | 0.016 | 0 | 24 |
| 3 months | 0.026 | 0 | 59 |
| 1 year | 0.027 | 0 | 58 |
| 3 years | 0.222 | 0 | 40 |
| 5 years | 0.180 | 0 | 47 |
| 10 years | 0.146 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.353 | — |
| 2023 | 0.404 | — |
| 2022 | -0.091 | — |
| 2021 | 0.251 | — |
| 2020 | 0.679 | — |
| 2019 | 0.025 | — |
| 2018 | 0.046 | — |
| 2017 | 0.086 | — |
| 2016 | -0.097 | — |
| 2015 | 0.203 | — |
| 2014 | 0.506 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | 0.081 | -0.042 | — |
| 2024 | 0.093 | 0.042 | 0.175 | 0.010 |
| 2023 | -0.041 | 0.174 | 0.115 | 0.118 |
| 2022 | -0.073 | -0.099 | 0.085 | 0.004 |
| 2021 | -0.009 | 0.224 | 0.010 | 0.022 |
| 2020 | -0.055 | 0.319 | 0.198 | 0.125 |
| 2019 | 0.017 | -0.063 | -0.009 | 0.086 |
| 2018 | -0.071 | 0.071 | 0.109 | -0.053 |
| 2017 | 0.011 | -0.048 | 0.004 | 0.123 |
| 2016 | -0.123 | 0.024 | 0.080 | -0.070 |
| 2015 | 0.097 | -0.025 | 0.150 | -0.022 |
| 2014 | 0.044 | 0.110 | 0.254 | 0.036 |
| 2013 | 0.073 | 0.046 | 0.152 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.222 |
| 5 years | 0.180 |
| 10 years | 0.146 |
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/mutual_funds/world/performance
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Ultra plan.