Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 96 |
| 1 month | -0.011 | 0 | 87 |
| 3 months | 0.034 | 0 | 46 |
| 1 year | -0.015 | 0 | 95 |
| 3 years | 0.071 | 0 | 44 |
| 5 years | 0.062 | 0 | 21 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.090 | — |
| 2022 | -0.087 | — |
| 2021 | 0.173 | — |
| 2020 | -0.089 | — |
| 2019 | 0.204 | — |
| 2018 | -0.087 | — |
| 2017 | 0.037 | — |
| 2016 | 0.024 | — |
| 2015 | 0.033 | — |
| 2014 | 0.077 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | -0.026 | 0.041 | — |
| 2024 | 0.066 | 0.032 | 0.020 | 0.044 |
| 2023 | 0.016 | 0.026 | -0.007 | 0.053 |
| 2022 | -0.023 | -0.063 | -0.023 | 0.021 |
| 2021 | 0.073 | 0.029 | 0.009 | 0.053 |
| 2020 | -0.176 | 0.056 | 0.009 | 0.037 |
| 2019 | 0.106 | 0.016 | 0.037 | 0.033 |
| 2018 | -0.045 | 0.040 | 0.019 | -0.097 |
| 2017 | 0.021 | -0.016 | 0.005 | 0.027 |
| 2016 | -0.021 | -0.002 | 0.018 | 0.030 |
| 2015 | 0.092 | -0.025 | -0.060 | 0.032 |
| 2014 | 0.006 | 0.026 | 0.020 | 0.024 |
| 2013 | 0.023 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.056 |
| 5 years | 0.054 |
| 10 years | 0.031 |
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/mutual_funds/world/performance
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Ultra plan.