Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.184 | 0 | 18 |
| 1 month | -0.016 | 0 | 97 |
| 3 months | 0.069 | 0 | 57 |
| 1 year | 0.199 | 0 | 17 |
| 3 years | 0.140 | 0 | 31 |
| 5 years | 0.017 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.063 | — |
| 2022 | -0.191 | — |
| 2021 | -0.152 | — |
| 2020 | 0.233 | — |
| 2019 | 0.128 | — |
| 2018 | -0.136 | — |
| 2017 | 0.118 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.054 | 0.087 | — |
| 2024 | 0.124 | 0.061 | -0.016 | 0.018 |
| 2023 | 0.033 | 0.028 | -0.021 | 0.023 |
| 2022 | -0.093 | -0.089 | -0.025 | 0.005 |
| 2021 | -0.035 | -0.016 | -0.078 | -0.032 |
| 2020 | -0.147 | 0.181 | 0.103 | 0.110 |
| 2019 | 0.069 | 0.030 | 0.006 | 0.019 |
| 2018 | -0.008 | -0.036 | -0.020 | -0.077 |
| 2017 | 0.021 | 0.025 | 0.023 | 0.044 |
| 2016 | -0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.163 |
| 3 years | 0.128 |
| 5 years | 0.011 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.