Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 81 |
| 1 month | 0.031 | 0 | 2 |
| 3 months | 0.020 | 0 | 63 |
| 1 year | 0.054 | 0 | 82 |
| 3 years | 0.117 | 0 | 78 |
| 5 years | 0.057 | 0 | 62 |
| 10 years | 0.108 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.069 | — |
| 2023 | 0.178 | — |
| 2022 | -0.219 | — |
| 2021 | 0.191 | — |
| 2020 | 0.212 | — |
| 2019 | 0.301 | — |
| 2018 | -0.035 | — |
| 2017 | 0.338 | — |
| 2016 | 0.062 | — |
| 2015 | 0.097 | — |
| 2014 | 0.163 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.098 | -0.023 | — |
| 2024 | 0.085 | 0.002 | 0.036 | -0.050 |
| 2023 | 0.093 | 0.033 | -0.047 | 0.095 |
| 2022 | -0.115 | -0.153 | -0.069 | 0.118 |
| 2021 | 0.017 | 0.117 | -0.018 | 0.068 |
| 2020 | -0.137 | 0.149 | 0.107 | 0.104 |
| 2019 | 0.179 | 0.044 | -0.017 | 0.074 |
| 2018 | -0.008 | 0.049 | 0.048 | -0.115 |
| 2017 | 0.097 | 0.091 | 0.031 | 0.086 |
| 2016 | 0.037 | 0.020 | 0.037 | -0.033 |
| 2015 | 0.003 | 0.012 | -0.019 | 0.102 |
| 2014 | 0.020 | 0.051 | -0.001 | 0.085 |
| 2013 | 0.033 | 0.039 | 0.075 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.117 |
| 5 years | 0.057 |
| 10 years | 0.108 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.