Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.148 | 0 | 15 |
| 1 month | -0.003 | 0 | 19 |
| 3 months | 0.055 | 0 | 51 |
| 1 year | 0.132 | 0 | 22 |
| 3 years | 0.096 | 0 | 65 |
| 5 years | 0.069 | 0 | 57 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.072 | — |
| 2022 | -0.077 | — |
| 2021 | 0.117 | — |
| 2020 | 0.023 | — |
| 2019 | 0.138 | — |
| 2018 | -0.069 | — |
| 2017 | 0.119 | — |
| 2016 | 0.118 | — |
| 2015 | 0.050 | — |
| 2014 | 0.061 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.030 | 0.064 | — |
| 2024 | 0.021 | 0.019 | 0.038 | -0.002 |
| 2023 | 0.024 | -0.012 | 0.004 | 0.056 |
| 2022 | -0.023 | -0.055 | -0.039 | 0.039 |
| 2021 | 0.046 | 0.029 | 0.015 | 0.023 |
| 2020 | -0.185 | 0.129 | 0.014 | 0.097 |
| 2019 | 0.063 | 0.036 | 0.010 | 0.023 |
| 2018 | -0.039 | 0.043 | 0.017 | -0.087 |
| 2017 | 0.050 | 0.026 | -0.002 | 0.041 |
| 2016 | -0.020 | 0.042 | 0.071 | 0.023 |
| 2015 | 0.079 | -0.026 | -0.070 | 0.074 |
| 2014 | -0.002 | 0.024 | 0.012 | 0.026 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.132 |
| 3 years | 0.096 |
| 5 years | 0.069 |
| 10 years | 0.064 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.