Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 100 |
| 1 month | 0 | 0 | 92 |
| 3 months | 0 | 0 | 100 |
| 1 year | 0 | 0 | 100 |
| 3 years | 0 | 0 | 100 |
| 5 years | 0.017 | 0 | 100 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0 | — |
| 2023 | 0 | — |
| 2022 | 0 | — |
| 2021 | 0.059 | — |
| 2020 | 0.111 | — |
| 2019 | 0.092 | — |
| 2018 | 0.038 | — |
| 2017 | 0.056 | — |
| 2016 | 0.063 | — |
| 2015 | 0.052 | — |
| 2014 | 0.053 | — |
| 2013 | 0.082 | — |
| 2012 | 0.070 | — |
| 2011 | 0.071 | — |
| 2010 | 0.053 | — |
| 2009 | 0.052 | — |
| 2008 | 0.046 | — |
| 2007 | 0.060 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | 0 | 0 | — |
| 2024 | 0 | 0 | 0 | 0 |
| 2023 | 0 | 0 | 0 | 0 |
| 2022 | 0 | 0 | 0 | 0 |
| 2021 | 0 | 0.045 | 0 | 0.013 |
| 2020 | 0 | 0.047 | 0 | 0.061 |
| 2019 | 0 | 0.075 | 0 | 0.016 |
| 2018 | 0 | 0.038 | 0 | 0 |
| 2017 | 0 | 0.039 | 0 | 0.017 |
| 2016 | 0 | 0.045 | 0 | 0.017 |
| 2015 | 0 | 0.073 | 0 | -0.020 |
| 2014 | 0 | 0.032 | 0 | 0.019 |
| 2013 | 0 | 0.061 | 0 | 0.020 |
| 2012 | 0.010 | 0.036 | 0.010 | 0.012 |
| 2011 | 0.010 | 0.036 | 0.010 | 0.013 |
| 2010 | 0.010 | 0.021 | 0.010 | 0.011 |
| 2009 | 0.011 | 0.011 | 0.017 | 0.012 |
| 2008 | 0.010 | 0.014 | 0.010 | 0.011 |
| 2007 | 0.010 | 0.023 | 0.010 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0.017 |
| 10 years | 0.043 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.