Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 83 |
| 1 month | -0.003 | 0 | 77 |
| 3 months | 0.011 | 0 | 85 |
| 1 year | 0.020 | 0 | 75 |
| 3 years | 0.031 | 0 | 89 |
| 5 years | 0.005 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | 0.060 | — |
| 2022 | -0.100 | — |
| 2021 | 0.015 | — |
| 2020 | 0.025 | — |
| 2019 | 0.069 | — |
| 2018 | -0.023 | — |
| 2017 | 0.012 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.010 | 0.006 | — |
| 2024 | 0.005 | 0.003 | 0.020 | 0.005 |
| 2023 | 0.014 | 0.006 | -0.008 | 0.046 |
| 2022 | -0.035 | -0.052 | -0.020 | 0.003 |
| 2021 | -0.001 | 0.004 | 0.002 | 0.010 |
| 2020 | -0.031 | 0.027 | 0.011 | 0.019 |
| 2019 | 0.030 | 0.017 | 0.024 | -0.003 |
| 2018 | -0.006 | -0.007 | 0.002 | -0.012 |
| 2017 | -0.001 | 0.007 | -0.002 | 0.008 |
| 2016 | 0.016 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.031 |
| 5 years | 0.005 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.