Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.312 | — |
| 2023 | 0.182 | — |
| 2022 | -0.153 | — |
| 2021 | 0.161 | — |
| 2020 | 0.146 | — |
| 2019 | 0.221 | — |
| 2018 | -0.062 | — |
| 2017 | 0.138 | — |
| 2016 | -0.029 | — |
| 2015 | 0.189 | — |
| 2014 | 0.121 | — |
| 2013 | 0.331 | — |
| 2012 | 0.168 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | 0.053 | 0.090 | — |
| 2024 | 0.126 | 0.049 | 0.049 | 0.059 |
| 2023 | 0.083 | 0.042 | -0.022 | 0.070 |
| 2022 | -0.085 | -0.138 | -0.005 | 0.079 |
| 2021 | 0.028 | 0.057 | 0.000 | 0.069 |
| 2020 | -0.156 | 0.163 | 0.068 | 0.094 |
| 2019 | 0.104 | 0.026 | -0.001 | 0.080 |
| 2018 | 0.027 | 0.013 | 0.021 | -0.117 |
| 2017 | 0.050 | 0.029 | 0.005 | 0.047 |
| 2016 | -0.094 | -0.012 | 0.051 | 0.032 |
| 2015 | 0.127 | 0.002 | -0.026 | 0.082 |
| 2014 | 0.035 | 0 | 0.024 | 0.058 |
| 2013 | 0.079 | 0.042 | 0.060 | 0.117 |
| 2012 | 0.120 | -0.038 | 0.028 | 0.055 |
| 2011 | -0.151 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
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/mutual_funds/world/performance
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Ultra plan.