Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 44 |
| 1 month | 0.000 | 0 | 69 |
| 3 months | 0.040 | 0 | 81 |
| 1 year | 0.056 | 0 | 34 |
| 3 years | 0.118 | 0 | 85 |
| 5 years | 0.113 | 0 | 94 |
| 10 years | 0.137 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.184 | — |
| 2022 | -0.136 | — |
| 2021 | 0.254 | — |
| 2020 | 0.225 | — |
| 2019 | 0.162 | — |
| 2018 | 0.018 | — |
| 2017 | 0.469 | — |
| 2016 | 0.058 | — |
| 2015 | 0.054 | — |
| 2014 | 0.404 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | 0.106 | -0.036 | — |
| 2024 | 0.064 | 0.064 | 0.102 | -0.071 |
| 2023 | -0.073 | 0.153 | 0.007 | 0.100 |
| 2022 | -0.063 | -0.151 | 0.110 | -0.021 |
| 2021 | 0.010 | 0.102 | 0.152 | -0.022 |
| 2020 | -0.237 | 0.157 | 0.086 | 0.278 |
| 2019 | 0.014 | 0.059 | 0.029 | 0.052 |
| 2018 | -0.053 | 0.092 | -0.023 | 0.008 |
| 2017 | 0.156 | 0.086 | 0.069 | 0.095 |
| 2016 | -0.034 | 0.090 | 0.079 | -0.069 |
| 2015 | 0.066 | 0.013 | -0.039 | 0.016 |
| 2014 | 0.039 | 0.162 | 0.055 | 0.102 |
| 2013 | 0.033 | -0.029 | 0.087 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.118 |
| 5 years | 0.113 |
| 10 years | 0.137 |
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/mutual_funds/world/performance
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Ultra plan.