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 | 0.174 | — |
| 2023 | 0.089 | — |
| 2022 | -0.042 | — |
| 2021 | 0.145 | — |
| 2020 | -0.011 | — |
| 2019 | 0.192 | — |
| 2018 | -0.051 | — |
| 2017 | 0.107 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | -0.005 | 0.038 | — |
| 2024 | 0.075 | 0.001 | 0.062 | 0.027 |
| 2023 | 0.045 | 0.003 | -0.036 | 0.078 |
| 2022 | -0.026 | -0.065 | -0.037 | 0.093 |
| 2021 | 0.035 | 0.044 | -0.002 | 0.062 |
| 2020 | -0.140 | 0.076 | 0.016 | 0.052 |
| 2019 | 0.099 | 0.028 | 0.019 | 0.035 |
| 2018 | -0.012 | 0.017 | 0.030 | -0.083 |
| 2017 | 0.077 | 0.010 | -0.005 | 0.023 |
| 2016 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.