Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.249 | 0 | 7 |
| 1 month | 0.026 | 0 | 3 |
| 3 months | 0.052 | 0 | 10 |
| 1 year | 0.261 | 0 | 7 |
| 3 years | 0.133 | 0 | 17 |
| 5 years | 0.159 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.013 | — |
| 2023 | 0.221 | — |
| 2022 | 0.061 | — |
| 2021 | 0.243 | — |
| 2020 | -0.030 | — |
| 2019 | 0.220 | — |
| 2018 | -0.187 | — |
| 2017 | 0.202 | — |
| 2016 | 0.121 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.046 | 0.081 | 0.054 | — |
| 2024 | 0.063 | -0.025 | -0.014 | -0.035 |
| 2023 | 0.126 | 0.017 | 0.018 | 0.047 |
| 2022 | 0.043 | -0.081 | -0.031 | 0.142 |
| 2021 | 0.155 | 0.058 | 0.017 | 0.000 |
| 2020 | -0.318 | 0.133 | 0.074 | 0.170 |
| 2019 | 0.138 | 0.047 | -0.041 | 0.068 |
| 2018 | -0.028 | -0.004 | 0.007 | -0.165 |
| 2017 | 0.073 | 0.045 | 0.051 | 0.020 |
| 2016 | -0.020 | -0.011 | 0.083 | 0.067 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.261 |
| 3 years | 0.133 |
| 5 years | 0.159 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.