Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 8 |
| 1 month | -0.004 | 0 | 47 |
| 3 months | 0.045 | 0 | 14 |
| 1 year | -0.001 | 0 | 8 |
| 3 years | 0.123 | 0 | 16 |
| 5 years | 0.145 | 0 | 21 |
| 10 years | 0.112 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.256 | — |
| 2022 | 0.008 | — |
| 2021 | 0.204 | — |
| 2020 | 0.013 | — |
| 2019 | 0.109 | — |
| 2018 | -0.038 | — |
| 2017 | 0.305 | — |
| 2016 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.070 | 0.077 | -0.015 | — |
| 2024 | 0.109 | 0.090 | 0.037 | -0.051 |
| 2023 | -0.057 | 0.178 | 0.045 | 0.082 |
| 2022 | -0.042 | -0.058 | 0.123 | -0.005 |
| 2021 | 0.058 | 0.044 | 0.102 | -0.011 |
| 2020 | -0.306 | 0.169 | 0.074 | 0.163 |
| 2019 | 0.035 | 0.045 | -0.005 | 0.031 |
| 2018 | -0.103 | 0.035 | 0 | 0.036 |
| 2017 | 0.154 | 0.021 | 0.020 | 0.086 |
| 2016 | -0.058 | 0.090 | 0.072 | -0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.108 |
| 5 years | 0.136 |
| 10 years | 0.108 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.