Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.319 | 0 | — |
| 1 month | 0.052 | 0 | — |
| 3 months | 0.131 | 0 | — |
| 1 year | 0.406 | 0 | — |
| 3 years | 0.317 | 0 | — |
| 5 years | 0.306 | 0 | — |
| 10 years | 0.132 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.295 | — |
| 2023 | 0.373 | — |
| 2022 | 0.208 | — |
| 2021 | 0.280 | — |
| 2020 | -0.161 | — |
| 2019 | 0.116 | — |
| 2018 | -0.156 | — |
| 2017 | 0.178 | — |
| 2016 | 0.047 | — |
| 2015 | 0.123 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | 0.062 | 0.161 | — |
| 2024 | 0.219 | 0.009 | -0.046 | 0.103 |
| 2023 | 0.077 | 0.173 | 0.095 | -0.008 |
| 2022 | 0.105 | 0.037 | -0.031 | 0.087 |
| 2021 | 0.250 | 0.013 | 0.052 | -0.039 |
| 2020 | -0.280 | 0.049 | -0.024 | 0.137 |
| 2019 | 0.065 | -0.039 | 0.002 | 0.088 |
| 2018 | -0.067 | -0.005 | 0.084 | -0.161 |
| 2017 | -0.005 | 0.038 | 0.040 | 0.096 |
| 2016 | -0.166 | -0.128 | 0.140 | 0.263 |
| 2015 | 0.122 | 0.095 | -0.151 | 0.077 |
| 2014 | 0.047 | 0.037 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.406 |
| 3 years | 0.317 |
| 5 years | 0.306 |
| 10 years | 0.132 |
Access
/mutual_funds/world/performance
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Ultra plan.