Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 41 |
| 1 month | 0.007 | 0 | 9 |
| 3 months | 0.039 | 0 | 33 |
| 1 year | 0.078 | 0 | 34 |
| 3 years | 0.080 | 0 | 42 |
| 5 years | 0.043 | 0 | 30 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.075 | — |
| 2022 | -0.077 | — |
| 2021 | 0.041 | — |
| 2020 | 0.053 | — |
| 2019 | 0.086 | — |
| 2018 | -0.003 | — |
| 2017 | 0.047 | — |
| 2016 | 0.082 | — |
| 2015 | 0.037 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.011 | 0.040 | — |
| 2024 | 0.016 | 0.012 | 0.054 | 0.011 |
| 2023 | 0.037 | -0.007 | -0.018 | 0.062 |
| 2022 | -0.038 | -0.060 | -0.010 | 0.030 |
| 2021 | -0.007 | 0.022 | 0.004 | 0.022 |
| 2020 | -0.024 | 0.040 | 0.012 | 0.026 |
| 2019 | 0.048 | 0.014 | 0.014 | 0.008 |
| 2018 | -0.001 | 0.012 | 0.007 | -0.021 |
| 2017 | 0.025 | 0.001 | -0.002 | 0.022 |
| 2016 | 0.009 | 0.027 | 0.028 | 0.016 |
| 2015 | 0.040 | -0.012 | -0.013 | 0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.080 |
| 5 years | 0.043 |
| 10 years | 0.048 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.