Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 56 |
| 1 month | -0.004 | 0 | 49 |
| 3 months | 0.063 | 0 | 61 |
| 1 year | 0.034 | 0 | 46 |
| 3 years | 0.135 | 0 | 64 |
| 5 years | 0.143 | 0 | 46 |
| 10 years | 0.121 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.313 | — |
| 2023 | 0.189 | — |
| 2022 | -0.134 | — |
| 2021 | 0.378 | — |
| 2020 | 0.086 | — |
| 2019 | 0.308 | — |
| 2018 | -0.008 | — |
| 2017 | 0.059 | — |
| 2016 | 0.134 | — |
| 2015 | 0.098 | — |
| 2014 | 0.280 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | 0.018 | 0.084 | — |
| 2024 | 0.128 | 0.038 | 0.011 | 0.109 |
| 2023 | 0.044 | 0.077 | -0.007 | 0.065 |
| 2022 | -0.033 | -0.107 | 0.016 | -0.014 |
| 2021 | 0.114 | 0.069 | 0.019 | 0.135 |
| 2020 | -0.171 | 0.176 | 0.035 | 0.076 |
| 2019 | 0.154 | 0.020 | 0.054 | 0.054 |
| 2018 | -0.031 | 0.094 | 0.075 | -0.130 |
| 2017 | 0.044 | -0.039 | 0.006 | 0.049 |
| 2016 | -0.035 | 0.046 | 0.022 | 0.099 |
| 2015 | 0.127 | -0.041 | -0.071 | 0.093 |
| 2014 | 0.018 | 0.057 | 0.090 | 0.091 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.135 |
| 5 years | 0.143 |
| 10 years | 0.121 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.