Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 58 |
| 1 month | 0.007 | 0 | 37 |
| 3 months | 0.029 | 0 | 52 |
| 1 year | 0.048 | 0 | 50 |
| 3 years | 0.059 | 0 | 27 |
| 5 years | 0.026 | 0 | 43 |
| 10 years | 0.027 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.063 | — |
| 2022 | -0.145 | — |
| 2021 | 0.068 | — |
| 2020 | 0.036 | — |
| 2019 | 0.108 | — |
| 2018 | -0.048 | — |
| 2017 | 0.062 | — |
| 2016 | 0.023 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | -0.001 | 0.025 | — |
| 2024 | 0.053 | 0.010 | 0.021 | 0.013 |
| 2023 | 0.033 | 0.013 | -0.013 | 0.028 |
| 2022 | -0.050 | -0.080 | -0.036 | 0.013 |
| 2021 | 0.028 | 0.028 | -0.009 | 0.019 |
| 2020 | -0.089 | 0.067 | 0.023 | 0.042 |
| 2019 | 0.057 | 0.018 | 0.015 | 0.014 |
| 2018 | -0.020 | 0.009 | 0.002 | -0.039 |
| 2017 | 0.019 | 0.000 | 0.020 | 0.021 |
| 2016 | -0.012 | 0.017 | 0.013 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.050 |
| 5 years | 0.021 |
| 10 years | 0.024 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.