Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 92 |
| 1 month | -0.009 | 0 | 70 |
| 3 months | -0.004 | 0 | 81 |
| 1 year | -0.011 | 0 | 89 |
| 3 years | -0.002 | 0 | 98 |
| 5 years | -0.038 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | -0.015 | — |
| 2022 | -0.366 | — |
| 2021 | 0.191 | — |
| 2020 | 0.048 | — |
| 2019 | 0.397 | — |
| 2018 | -0.083 | — |
| 2017 | 0.163 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | 0.108 | -0.025 | — |
| 2024 | 0.011 | 0.041 | 0.024 | -0.030 |
| 2023 | 0.000 | -0.034 | -0.045 | 0.068 |
| 2022 | -0.195 | -0.209 | -0.111 | 0.120 |
| 2021 | 0.011 | 0.093 | 0.063 | 0.014 |
| 2020 | -0.261 | 0.166 | 0.085 | 0.120 |
| 2019 | 0.124 | 0.108 | -0.034 | 0.161 |
| 2018 | -0.045 | 0.091 | 0.000 | -0.120 |
| 2017 | 0.049 | 0.056 | 0.011 | 0.038 |
| 2016 | -0.013 | 0.105 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | -0.002 |
| 5 years | -0.038 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.