Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 95 |
| 1 month | 0.005 | 0 | 41 |
| 3 months | 0.008 | 0 | 77 |
| 1 year | 0.046 | 0 | 95 |
| 3 years | 0.064 | 0 | 91 |
| 5 years | 0.027 | 0 | 79 |
| 10 years | 0.031 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.098 | — |
| 2022 | -0.092 | — |
| 2021 | 0.023 | — |
| 2020 | 0.050 | — |
| 2019 | 0.090 | — |
| 2018 | -0.022 | — |
| 2017 | 0.021 | — |
| 2016 | 0.067 | — |
| 2015 | -0.017 | — |
| 2014 | -0.004 | — |
| 2013 | 0.032 | — |
| 2012 | 0.100 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.024 | 0.015 | — |
| 2024 | 0.011 | 0.007 | 0.030 | 0.007 |
| 2023 | 0.028 | 0.013 | 0.002 | 0.052 |
| 2022 | -0.035 | -0.083 | -0.007 | 0.034 |
| 2021 | 0.007 | 0.015 | 0.000 | 0.001 |
| 2020 | -0.112 | 0.097 | 0.032 | 0.044 |
| 2019 | 0.050 | 0.019 | 0.007 | 0.013 |
| 2018 | -0.008 | 0.000 | 0.013 | -0.027 |
| 2017 | 0.008 | 0.009 | 0.006 | -0.001 |
| 2016 | 0.018 | 0.019 | 0.023 | 0.004 |
| 2015 | 0.013 | 0.002 | -0.024 | -0.007 |
| 2014 | 0.012 | 0.007 | -0.019 | -0.004 |
| 2013 | 0.014 | -0.018 | 0.017 | 0.019 |
| 2012 | 0.033 | 0.014 | 0.029 | 0.020 |
| 2011 | 0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.061 |
| 5 years | 0.027 |
| 10 years | 0.031 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.