Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 1 |
| 1 month | 0.007 | 0 | 9 |
| 3 months | 0.026 | 0 | 11 |
| 1 year | 0.121 | 0 | 1 |
| 3 years | 0.103 | 0 | 1 |
| 5 years | 0.127 | 0 | 1 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.077 | — |
| 2022 | 0.257 | — |
| 2021 | 0.077 | — |
| 2020 | 0.089 | — |
| 2019 | -0.038 | — |
| 2018 | 0.064 | — |
| 2017 | 0.079 | — |
| 2016 | 0.116 | — |
| 2015 | 0.100 | — |
| 2014 | 0.128 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | 0.031 | 0.017 | — |
| 2024 | 0.022 | 0.023 | 0.031 | 0.032 |
| 2023 | 0.018 | 0.024 | 0.014 | 0.018 |
| 2022 | 0.049 | -0.001 | 0.175 | 0.020 |
| 2021 | 0.026 | 0.019 | 0.021 | 0.010 |
| 2020 | 0.010 | -0.022 | 0.079 | 0.022 |
| 2019 | 0.002 | 0.010 | 0.029 | -0.076 |
| 2018 | 0.020 | 0.010 | 0.007 | 0.026 |
| 2017 | 0.015 | 0.034 | 0.019 | 0.010 |
| 2016 | 0.027 | 0.027 | 0.035 | 0.023 |
| 2015 | 0.027 | 0.019 | 0.033 | 0.017 |
| 2014 | 0.029 | 0.033 | 0.024 | 0.036 |
| 2013 | 0.040 | 0.006 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.103 |
| 5 years | 0.127 |
| 10 years | 0.093 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.