Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 89 |
| 1 month | -0.001 | 0 | 43 |
| 3 months | 0.006 | 0 | 91 |
| 1 year | 0.004 | 0 | 90 |
| 3 years | 0.011 | 0 | 98 |
| 5 years | -0.015 | 0 | 99 |
| 10 years | -0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.003 | — |
| 2023 | 0.039 | — |
| 2022 | -0.145 | — |
| 2021 | 0.024 | — |
| 2020 | -0.033 | — |
| 2019 | 0.072 | — |
| 2018 | -0.032 | — |
| 2017 | 0.017 | — |
| 2016 | 0.026 | — |
| 2015 | -0.054 | — |
| 2014 | 0.028 | — |
| 2013 | -0.025 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.011 | 0.006 | — |
| 2024 | 0.011 | -0.028 | 0.022 | -0.007 |
| 2023 | -0.026 | 0.011 | -0.003 | 0.059 |
| 2022 | -0.055 | -0.092 | -0.018 | 0.014 |
| 2021 | 0.006 | 0.014 | 0.004 | 0.000 |
| 2020 | -0.177 | 0.086 | 0.027 | 0.052 |
| 2019 | 0.022 | 0.000 | 0.017 | 0.032 |
| 2018 | -0.015 | 0.001 | -0.002 | -0.016 |
| 2017 | 0.002 | 0.006 | 0.010 | -0.001 |
| 2016 | 0.016 | 0.010 | -0.001 | 0.001 |
| 2015 | 0.023 | -0.041 | -0.021 | -0.015 |
| 2014 | 0.007 | 0.022 | -0.013 | 0.012 |
| 2013 | -0.007 | -0.023 | 0.008 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.001 |
| 5 years | -0.021 |
| 10 years | -0.009 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.