Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | -0.008 | 0 | — |
| 1 year | 0.059 | 0 | — |
| 3 years | 0.043 | 0 | — |
| 5 years | 0.004 | 0 | — |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.039 | — |
| 2022 | -0.049 | — |
| 2021 | -0.045 | — |
| 2020 | 0.040 | — |
| 2019 | 0.003 | — |
| 2018 | -0.026 | — |
| 2017 | 0.109 | — |
| 2016 | -0.016 | — |
| 2015 | -0.046 | — |
| 2014 | -0.045 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.048 | 0.001 | — |
| 2024 | -0.011 | -0.003 | 0.047 | -0.035 |
| 2023 | 0.013 | 0.001 | -0.013 | 0.037 |
| 2022 | -0.020 | -0.041 | -0.037 | 0.051 |
| 2021 | -0.021 | 0.001 | -0.012 | -0.013 |
| 2020 | -0.016 | 0.009 | 0.023 | 0.024 |
| 2019 | -0.001 | 0.005 | -0.022 | 0.020 |
| 2018 | 0.018 | -0.033 | -0.006 | -0.004 |
| 2017 | 0.011 | 0.070 | 0.017 | 0.009 |
| 2016 | 0.020 | 0.005 | -0.002 | -0.038 |
| 2015 | -0.047 | 0.016 | -0.005 | -0.011 |
| 2014 | 0.017 | 0.003 | -0.040 | -0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.043 |
| 5 years | 0.004 |
| 10 years | 0.012 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.