Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.159 | 0 | 24 |
| 1 month | -0.002 | 0 | 38 |
| 3 months | 0.005 | 0 | 47 |
| 1 year | 0.166 | 0 | 22 |
| 3 years | 0.082 | 0 | 33 |
| 5 years | 0.067 | 0 | 19 |
| 10 years | 0.098 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.013 | — |
| 2023 | 0.096 | — |
| 2022 | -0.143 | — |
| 2021 | 0.198 | — |
| 2020 | 0.178 | — |
| 2019 | 0.263 | — |
| 2018 | -0.128 | — |
| 2017 | 0.307 | — |
| 2016 | 0.110 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.110 | 0.016 | — |
| 2024 | 0.021 | -0.013 | 0.040 | -0.034 |
| 2023 | 0.069 | -0.003 | -0.053 | 0.087 |
| 2022 | -0.058 | -0.105 | -0.057 | 0.077 |
| 2021 | 0.084 | 0.058 | 0.015 | 0.030 |
| 2020 | -0.179 | 0.199 | 0.060 | 0.129 |
| 2019 | 0.127 | 0.038 | 0.024 | 0.055 |
| 2018 | -0.003 | 0.038 | 0.010 | -0.166 |
| 2017 | 0.071 | 0.114 | 0.064 | 0.029 |
| 2016 | -0.026 | -0.038 | 0.113 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.166 |
| 3 years | 0.082 |
| 5 years | 0.067 |
| 10 years | 0.098 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.