Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | 52 |
| 1 month | 0.000 | 0 | 35 |
| 3 months | 0.035 | 0 | 40 |
| 1 year | 0.052 | 0 | 40 |
| 3 years | 0.064 | 0 | 54 |
| 5 years | 0.032 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.072 | — |
| 2022 | -0.145 | — |
| 2021 | 0.098 | — |
| 2020 | 0.011 | — |
| 2019 | 0.203 | — |
| 2018 | -0.079 | — |
| 2017 | 0.073 | — |
| 2016 | 0.068 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.003 | 0.033 | — |
| 2024 | 0.048 | 0.004 | 0.022 | 0.018 |
| 2023 | 0.015 | 0.015 | -0.010 | 0.051 |
| 2022 | -0.061 | -0.084 | -0.015 | 0.008 |
| 2021 | 0.047 | 0.031 | -0.005 | 0.022 |
| 2020 | -0.211 | 0.152 | 0.031 | 0.080 |
| 2019 | 0.104 | 0.019 | 0.019 | 0.049 |
| 2018 | -0.020 | 0.007 | 0.016 | -0.082 |
| 2017 | 0.042 | 0.002 | 0.012 | 0.015 |
| 2016 | -0.010 | 0.004 | 0.046 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.053 |
| 5 years | 0.026 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.