Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.108 | 0 | 1 |
| 1 month | 0.001 | 0 | 22 |
| 3 months | 0.046 | 0 | 2 |
| 1 year | 0.088 | 0 | 2 |
| 3 years | 0.061 | 0 | 17 |
| 5 years | 0.030 | 0 | 16 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.040 | — |
| 2023 | 0.057 | — |
| 2022 | -0.119 | — |
| 2021 | 0.060 | — |
| 2020 | 0.054 | — |
| 2019 | 0.074 | — |
| 2018 | -0.093 | — |
| 2017 | 0.037 | — |
| 2016 | 0.028 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.039 | 0.041 | — |
| 2024 | 0.011 | 0.002 | 0.047 | -0.020 |
| 2023 | 0.030 | -0.013 | -0.034 | 0.076 |
| 2022 | -0.021 | -0.088 | -0.046 | 0.033 |
| 2021 | 0.012 | 0.023 | 0.001 | 0.023 |
| 2020 | -0.106 | 0.078 | 0.023 | 0.068 |
| 2019 | 0.031 | 0.017 | -0.001 | 0.024 |
| 2018 | -0.026 | -0.021 | 0.003 | -0.052 |
| 2017 | 0.011 | 0.007 | 0.011 | 0.008 |
| 2016 | -0.007 | 0.003 | 0.017 | 0.015 |
| 2015 | -0.041 | 0.009 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.046 |
| 5 years | 0.022 |
| 10 years | 0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.