Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 81 |
| 1 month | 0.011 | 0 | 57 |
| 3 months | 0.038 | 0 | 84 |
| 1 year | 0.067 | 0 | 86 |
| 3 years | 0.099 | 0 | 27 |
| 5 years | 0.057 | 0 | 58 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.108 | — |
| 2022 | -0.163 | — |
| 2021 | 0.121 | — |
| 2020 | 0.164 | — |
| 2019 | 0.158 | — |
| 2018 | -0.041 | — |
| 2017 | 0.090 | — |
| 2016 | 0.106 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.024 | 0.044 | — |
| 2024 | 0.058 | -0.006 | 0.054 | 0.022 |
| 2023 | 0.058 | 0.010 | -0.028 | 0.067 |
| 2022 | -0.081 | -0.111 | -0.013 | 0.039 |
| 2021 | -0.001 | 0.053 | 0.023 | 0.042 |
| 2020 | -0.117 | 0.150 | 0.072 | 0.069 |
| 2019 | 0.112 | 0.030 | -0.009 | 0.020 |
| 2018 | -0.009 | 0.014 | 0.027 | -0.070 |
| 2017 | 0.035 | 0.017 | 0.015 | 0.021 |
| 2016 | 0.036 | 0.032 | 0.042 | -0.008 |
| 2015 | 0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.099 |
| 5 years | 0.057 |
| 10 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.