Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.034 | 0 | — |
| 1 year | 0.113 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0.098 | 0 | — |
| 10 years | 0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.059 | — |
| 2022 | 0.072 | — |
| 2021 | 0.168 | — |
| 2020 | -0.042 | — |
| 2019 | -0.152 | — |
| 2018 | -0.048 | — |
| 2017 | 0.062 | — |
| 2016 | 0.008 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | 0.025 | 0.016 | — |
| 2024 | 0.026 | 0.013 | -0.005 | 0.034 |
| 2023 | 0.005 | 0.023 | 0.017 | 0.013 |
| 2022 | 0.008 | 0.012 | 0.032 | 0.018 |
| 2021 | 0.095 | 0.039 | -0.002 | 0.028 |
| 2020 | -0.034 | -0.015 | 0.015 | -0.008 |
| 2019 | -0.037 | -0.029 | -0.052 | -0.044 |
| 2018 | 0.033 | -0.038 | -0.016 | -0.026 |
| 2017 | 0.005 | -0.008 | 0.063 | 0.002 |
| 2016 | -0.010 | -0.019 | -0.003 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.062 |
| 5 years | 0.087 |
| 10 years | 0.023 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.