Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 96 |
| 1 month | 0.002 | 0 | 72 |
| 3 months | 0.028 | 0 | 84 |
| 1 year | 0.041 | 0 | 93 |
| 3 years | 0.095 | 0 | 42 |
| 5 years | 0.076 | 0 | 14 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.146 | — |
| 2022 | -0.095 | — |
| 2021 | 0.149 | — |
| 2020 | 0.048 | — |
| 2019 | 0.213 | — |
| 2018 | -0.096 | — |
| 2017 | 0.102 | — |
| 2016 | 0.101 | — |
| 2015 | 0.063 | — |
| 2014 | 0.138 | — |
| 2013 | 0.213 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.008 | 0.048 | — |
| 2024 | 0.050 | 0.010 | 0.054 | 0.007 |
| 2023 | 0.061 | 0.012 | -0.024 | 0.094 |
| 2022 | -0.040 | -0.097 | -0.014 | 0.059 |
| 2021 | 0.035 | 0.052 | 0.008 | 0.047 |
| 2020 | -0.133 | 0.109 | 0.020 | 0.068 |
| 2019 | 0.105 | 0.029 | 0.013 | 0.053 |
| 2018 | -0.014 | 0.001 | 0.019 | -0.102 |
| 2017 | 0.032 | 0.015 | 0.023 | 0.028 |
| 2016 | -0.003 | 0.022 | 0.045 | 0.034 |
| 2015 | 0.059 | -0.004 | -0.022 | 0.030 |
| 2014 | 0.046 | -0.003 | 0.036 | 0.053 |
| 2013 | 0.066 | 0.025 | 0.019 | 0.089 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.095 |
| 5 years | 0.076 |
| 10 years | 0.067 |
Access
/mutual_funds/world/performance
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Ultra plan.