Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 71 |
| 1 month | 0.002 | 0 | 74 |
| 3 months | 0.045 | 0 | 52 |
| 1 year | 0.091 | 0 | 55 |
| 3 years | 0.143 | 0 | 3 |
| 5 years | 0.105 | 0 | 2 |
| 10 years | 0.091 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.279 | — |
| 2023 | 0.095 | — |
| 2022 | -0.070 | — |
| 2021 | 0.154 | — |
| 2020 | 0.092 | — |
| 2019 | 0.138 | — |
| 2018 | 0.051 | — |
| 2017 | 0.050 | — |
| 2016 | 0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.029 | 0.066 | — |
| 2024 | 0.100 | 0.048 | 0.039 | 0.066 |
| 2023 | 0.024 | 0.015 | -0.002 | 0.056 |
| 2022 | -0.062 | -0.080 | 0.036 | 0.040 |
| 2021 | 0.017 | 0.035 | 0.024 | 0.070 |
| 2020 | -0.048 | 0.080 | 0.041 | 0.019 |
| 2019 | 0.066 | 0.018 | 0.032 | 0.017 |
| 2018 | 0.008 | 0.028 | 0.032 | -0.017 |
| 2017 | 0.023 | -0.008 | -0.013 | 0.048 |
| 2016 | -0.048 | 0.014 | 0.034 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.143 |
| 5 years | 0.105 |
| 10 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.