Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.147 | 0 | 7 |
| 1 month | 0.041 | 0 | 17 |
| 3 months | 0.045 | 0 | 18 |
| 1 year | 0.129 | 0 | 7 |
| 3 years | 0.088 | 0 | 12 |
| 5 years | 0.076 | 0 | 4 |
| 10 years | 0.071 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.080 | — |
| 2022 | -0.141 | — |
| 2021 | 0.231 | — |
| 2020 | 0.029 | — |
| 2019 | 0.320 | — |
| 2018 | -0.083 | — |
| 2017 | 0.170 | — |
| 2016 | -0.016 | — |
| 2015 | 0.035 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.089 | -0.022 | 0.021 | — |
| 2024 | 0.058 | 0.039 | 0.019 | -0.043 |
| 2023 | 0.061 | 0.022 | -0.022 | 0.018 |
| 2022 | -0.050 | -0.106 | -0.039 | 0.053 |
| 2021 | 0.061 | 0.098 | -0.033 | 0.093 |
| 2020 | -0.120 | 0.095 | 0.017 | 0.050 |
| 2019 | 0.149 | 0.058 | 0.028 | 0.055 |
| 2018 | -0.051 | 0.012 | 0.044 | -0.085 |
| 2017 | 0.066 | 0.050 | 0.023 | 0.022 |
| 2016 | -0.081 | 0.058 | 0.013 | -0.001 |
| 2015 | 0.037 | -0.030 | -0.020 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.075 |
| 5 years | 0.069 |
| 10 years | 0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.