Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 54 |
| 1 month | 0.000 | 0 | 44 |
| 3 months | 0.006 | 0 | 59 |
| 1 year | 0.046 | 0 | 61 |
| 3 years | 0.063 | 0 | 75 |
| 5 years | 0.014 | 0 | — |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.102 | — |
| 2022 | -0.122 | — |
| 2021 | 0.002 | — |
| 2020 | -0.014 | — |
| 2019 | 0.048 | — |
| 2018 | -0.056 | — |
| 2017 | 0.020 | — |
| 2016 | 0.027 | — |
| 2015 | 0.003 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.021 | 0.017 | — |
| 2024 | 0.008 | 0.007 | 0.030 | 0.011 |
| 2023 | 0.018 | 0.011 | 0.015 | 0.055 |
| 2022 | -0.039 | -0.109 | -0.010 | 0.035 |
| 2021 | 0.000 | 0.008 | 0 | -0.007 |
| 2020 | -0.082 | 0.046 | 0.007 | 0.021 |
| 2019 | 0.025 | 0.012 | 0.005 | 0.005 |
| 2018 | -0.006 | -0.027 | 0.011 | -0.035 |
| 2017 | 0.007 | 0.007 | 0.006 | 0.000 |
| 2016 | 0.006 | 0.007 | 0.010 | 0.003 |
| 2015 | 0.014 | 0.002 | -0.016 | 0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.063 |
| 5 years | 0.014 |
| 10 years | 0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.