Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 40 |
| 1 month | 0.007 | 0 | 14 |
| 3 months | 0.006 | 0 | 94 |
| 1 year | 0.028 | 0 | 40 |
| 3 years | 0.018 | 0 | 60 |
| 5 years | 0.005 | 0 | 74 |
| 10 years | 0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.004 | — |
| 2023 | 0.003 | — |
| 2022 | -0.039 | — |
| 2021 | 0.022 | — |
| 2020 | 0.050 | — |
| 2019 | -0.001 | — |
| 2018 | -0.019 | — |
| 2017 | 0.068 | — |
| 2016 | -0.026 | — |
| 2015 | -0.024 | — |
| 2014 | -0.008 | — |
| 2013 | 0.024 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.018 | -0.002 | — |
| 2024 | -0.006 | 0.000 | 0.032 | -0.029 |
| 2023 | 0.014 | -0.033 | 0.003 | 0.020 |
| 2022 | 0.005 | -0.029 | -0.036 | 0.020 |
| 2021 | -0.004 | 0.011 | 0.004 | 0.012 |
| 2020 | -0.012 | 0.005 | 0.028 | 0.029 |
| 2019 | 0.019 | -0.015 | -0.019 | 0.015 |
| 2018 | 0.030 | -0.030 | -0.022 | 0.005 |
| 2017 | 0.017 | 0.017 | 0.016 | 0.016 |
| 2016 | 0.016 | -0.015 | -0.001 | -0.026 |
| 2015 | 0.004 | 0.004 | -0.014 | -0.018 |
| 2014 | -0.015 | 0.003 | 0.008 | -0.003 |
| 2013 | 0.003 | 0.009 | 0.004 | 0.009 |
| 2012 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.018 |
| 5 years | 0.005 |
| 10 years | 0.007 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.