Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.130 | 0 | 43 |
| 1 month | -0.010 | 0 | 66 |
| 3 months | 0.068 | 0 | 50 |
| 1 year | 0.115 | 0 | 45 |
| 3 years | 0.136 | 0 | 35 |
| 5 years | 0.109 | 0 | 38 |
| 10 years | 0.114 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.135 | — |
| 2022 | -0.087 | — |
| 2021 | 0.208 | — |
| 2020 | 0.093 | — |
| 2019 | 0.220 | — |
| 2018 | -0.050 | — |
| 2017 | 0.115 | — |
| 2016 | 0.277 | — |
| 2015 | 0.036 | — |
| 2014 | 0.113 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.052 | 0.093 | — |
| 2024 | 0.072 | 0.021 | 0.013 | 0.052 |
| 2023 | 0.022 | 0.033 | 0.004 | 0.070 |
| 2022 | -0.015 | -0.098 | 0.030 | -0.002 |
| 2021 | 0.044 | 0.067 | 0.027 | 0.056 |
| 2020 | -0.174 | 0.179 | 0.029 | 0.091 |
| 2019 | 0.096 | 0.062 | 0.037 | 0.010 |
| 2018 | -0.067 | 0.093 | 0.042 | -0.105 |
| 2017 | 0.038 | 0.007 | 0.012 | 0.054 |
| 2016 | 0.014 | 0.066 | 0.094 | 0.079 |
| 2015 | 0.071 | -0.046 | -0.069 | 0.089 |
| 2014 | -0.008 | 0.027 | 0.036 | 0.055 |
| 2013 | -0.004 | 0.009 | 0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.136 |
| 5 years | 0.109 |
| 10 years | 0.114 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.