Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.143 | 0 | 26 |
| 1 month | -0.006 | 0 | 48 |
| 3 months | 0.080 | 0 | 21 |
| 1 year | 0.130 | 0 | 28 |
| 3 years | 0.152 | 0 | 16 |
| 5 years | 0.131 | 0 | 13 |
| 10 years | 0.137 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.204 | — |
| 2023 | 0.173 | — |
| 2022 | -0.082 | — |
| 2021 | 0.223 | — |
| 2020 | 0.142 | — |
| 2019 | 0.229 | — |
| 2018 | -0.029 | — |
| 2017 | 0.128 | — |
| 2016 | 0.294 | — |
| 2015 | 0.059 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | 0.054 | 0.094 | — |
| 2024 | 0.099 | 0.025 | 0.002 | 0.068 |
| 2023 | 0.048 | 0.041 | 0.005 | 0.069 |
| 2022 | -0.027 | -0.092 | 0.020 | 0.019 |
| 2021 | 0.040 | 0.075 | 0.022 | 0.071 |
| 2020 | -0.150 | 0.203 | 0.035 | 0.080 |
| 2019 | 0.097 | 0.066 | 0.040 | 0.010 |
| 2018 | -0.046 | 0.078 | 0.066 | -0.114 |
| 2017 | 0.055 | 0.004 | 0.016 | 0.049 |
| 2016 | 0.025 | 0.088 | 0.082 | 0.073 |
| 2015 | 0.079 | -0.055 | -0.048 | 0.091 |
| 2014 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.152 |
| 5 years | 0.131 |
| 10 years | 0.137 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.