Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.270 | — |
| 2023 | 0.224 | — |
| 2022 | -0.184 | — |
| 2021 | 0.200 | — |
| 2020 | 0.121 | — |
| 2019 | 0.168 | — |
| 2018 | -0.047 | — |
| 2017 | 0.131 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.058 | 0.060 | — |
| 2024 | 0.130 | 0.042 | 0.015 | 0.063 |
| 2023 | 0.090 | 0.050 | -0.019 | 0.090 |
| 2022 | -0.106 | -0.137 | -0.005 | 0.062 |
| 2021 | 0.040 | 0.056 | 0.001 | 0.091 |
| 2020 | -0.179 | 0.171 | 0.039 | 0.122 |
| 2019 | 0.085 | 0.016 | -0.006 | 0.066 |
| 2018 | 0.005 | 0.029 | 0.011 | -0.088 |
| 2017 | 0.041 | 0.019 | 0.004 | 0.062 |
| 2016 | 0.061 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.