Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.141 | 0 | 22 |
| 1 month | -0.010 | 0 | 74 |
| 3 months | 0.057 | 0 | 46 |
| 1 year | 0.135 | 0 | 19 |
| 3 years | 0.128 | 0 | 13 |
| 5 years | 0.099 | 0 | 12 |
| 10 years | 0.078 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.146 | — |
| 2023 | 0.110 | — |
| 2022 | -0.084 | — |
| 2021 | 0.179 | — |
| 2020 | 0.030 | — |
| 2019 | 0.197 | — |
| 2018 | -0.089 | — |
| 2017 | 0.115 | — |
| 2016 | 0.093 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.044 | 0.077 | — |
| 2024 | 0.062 | 0.028 | 0.016 | 0.033 |
| 2023 | 0.029 | 0.019 | 0.011 | 0.048 |
| 2022 | -0.022 | -0.076 | -0.023 | 0.036 |
| 2021 | 0.062 | 0.051 | 0.017 | 0.038 |
| 2020 | -0.218 | 0.155 | 0.025 | 0.112 |
| 2019 | 0.083 | 0.041 | 0.016 | 0.045 |
| 2018 | -0.048 | 0.046 | 0.020 | -0.103 |
| 2017 | 0.044 | 0.014 | 0.012 | 0.041 |
| 2016 | -0.018 | 0.011 | 0.067 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.135 |
| 3 years | 0.128 |
| 5 years | 0.099 |
| 10 years | 0.078 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.