Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 92 |
| 1 month | 0.015 | 0 | 72 |
| 3 months | 0.072 | 0 | 56 |
| 1 year | 0.036 | 0 | 86 |
| 3 years | 0.126 | 0 | 53 |
| 5 years | 0.172 | 0 | 18 |
| 10 years | 0.128 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.226 | — |
| 2022 | 0.108 | — |
| 2021 | 0.262 | — |
| 2020 | 0.122 | — |
| 2019 | 0.087 | — |
| 2018 | 0.015 | — |
| 2017 | 0.270 | — |
| 2016 | 0.027 | — |
| 2015 | -0.011 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | 0.080 | -0.038 | — |
| 2024 | 0.055 | 0.106 | 0.054 | -0.069 |
| 2023 | -0.038 | 0.112 | 0.037 | 0.106 |
| 2022 | 0.002 | -0.057 | 0.109 | 0.058 |
| 2021 | 0.055 | 0.085 | 0.113 | -0.009 |
| 2020 | -0.290 | 0.209 | 0.065 | 0.228 |
| 2019 | 0.072 | 0.011 | -0.045 | 0.052 |
| 2018 | -0.046 | 0.040 | 0.019 | 0.004 |
| 2017 | 0.114 | 0.033 | 0.022 | 0.079 |
| 2016 | -0.023 | 0.068 | 0.054 | -0.066 |
| 2015 | 0.037 | -0.012 | -0.033 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.126 |
| 5 years | 0.172 |
| 10 years | 0.128 |
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/mutual_funds/world/performance
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Ultra plan.