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 | 0.336 | — |
| 2023 | 0.332 | — |
| 2022 | -0.191 | — |
| 2021 | 0.057 | — |
| 2020 | 0.507 | — |
| 2019 | 0.383 | — |
| 2018 | 0.102 | — |
| 2017 | 0.349 | — |
| 2016 | -0.004 | — |
| 2015 | 0.345 | — |
| 2014 | 0.203 | — |
| 2013 | 0.389 | — |
| 2012 | 0.206 | — |
| 2011 | -0.018 | — |
| 2010 | 0.110 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.058 | 0.127 | — |
| 2024 | 0.115 | 0.104 | 0.028 | 0.056 |
| 2023 | 0.109 | 0.105 | -0.007 | 0.094 |
| 2022 | -0.086 | -0.125 | -0.006 | 0.018 |
| 2021 | 0.001 | 0.059 | 0.033 | -0.034 |
| 2020 | -0.019 | 0.272 | 0.095 | 0.103 |
| 2019 | 0.140 | 0.031 | 0.038 | 0.133 |
| 2018 | 0.077 | 0.096 | 0.062 | -0.121 |
| 2017 | 0.113 | 0.072 | 0.046 | 0.080 |
| 2016 | -0.074 | -0.002 | 0.083 | -0.004 |
| 2015 | 0.172 | 0.010 | 0.032 | 0.102 |
| 2014 | 0.032 | 0.006 | 0.055 | 0.098 |
| 2013 | 0.065 | 0.041 | 0.058 | 0.185 |
| 2012 | 0.187 | -0.038 | 0.032 | 0.023 |
| 2011 | 0.048 | -0.031 | -0.065 | 0.034 |
| 2010 | 0.014 | -0.072 | 0.152 | 0.024 |
| 2009 | 0.070 | 0.068 | — | — |
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.