Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.111 | 0 | 66 |
| 1 month | 0.013 | 0 | 53 |
| 3 months | 0.044 | 0 | 68 |
| 1 year | 0.093 | 0 | 67 |
| 3 years | 0.092 | 0 | 68 |
| 5 years | 0.065 | 0 | 79 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.078 | — |
| 2022 | -0.092 | — |
| 2021 | 0.118 | — |
| 2020 | 0.042 | — |
| 2019 | 0.142 | — |
| 2018 | -0.020 | — |
| 2017 | 0.059 | — |
| 2016 | 0.065 | — |
| 2015 | 0.025 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.027 | 0.046 | — |
| 2024 | 0.027 | 0.008 | 0.070 | 0.009 |
| 2023 | 0.037 | -0.002 | -0.036 | 0.080 |
| 2022 | -0.020 | -0.090 | -0.016 | 0.034 |
| 2021 | 0.023 | 0.041 | 0.003 | 0.046 |
| 2020 | -0.099 | 0.087 | 0.030 | 0.033 |
| 2019 | 0.081 | 0.015 | 0.027 | 0.013 |
| 2018 | -0.012 | 0.022 | 0.000 | -0.029 |
| 2017 | 0.031 | 0.002 | -0.005 | 0.030 |
| 2016 | 0.025 | 0.031 | 0.014 | -0.006 |
| 2015 | 0.044 | -0.027 | -0.010 | 0.019 |
| 2014 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.092 |
| 5 years | 0.065 |
| 10 years | 0.060 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.