Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | 0.013 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.061 | 0 | — |
| 5 years | 0.002 | 0 | — |
| 10 years | 0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.056 | — |
| 2022 | -0.152 | — |
| 2021 | 0.003 | — |
| 2020 | 0.054 | — |
| 2019 | 0.074 | — |
| 2018 | -0.057 | — |
| 2017 | 0.040 | — |
| 2016 | 0.055 | — |
| 2015 | -0.001 | — |
| 2014 | 0.048 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.010 | 0.033 | — |
| 2024 | 0.020 | 0.002 | 0.036 | -0.015 |
| 2023 | 0.006 | 0.005 | -0.003 | 0.047 |
| 2022 | -0.084 | -0.068 | -0.043 | 0.037 |
| 2021 | -0.006 | 0.015 | 0.002 | -0.009 |
| 2020 | -0.124 | 0.120 | 0.029 | 0.043 |
| 2019 | 0.033 | 0.021 | 0.006 | 0.013 |
| 2018 | -0.023 | -0.029 | 0.002 | -0.008 |
| 2017 | 0.022 | 0.004 | 0.015 | -0.002 |
| 2016 | 0.018 | 0.032 | 0.022 | -0.017 |
| 2015 | 0.024 | 0.002 | -0.030 | 0.004 |
| 2014 | 0.020 | 0.033 | 0.005 | -0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.061 |
| 5 years | 0.002 |
| 10 years | 0.015 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.