Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 47 |
| 1 month | 0.000 | 0 | 57 |
| 3 months | 0.007 | 0 | 68 |
| 1 year | 0.047 | 0 | 28 |
| 3 years | 0.061 | 0 | 16 |
| 5 years | 0.024 | 0 | 10 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.062 | — |
| 2022 | -0.062 | — |
| 2021 | 0.003 | — |
| 2020 | 0.009 | — |
| 2019 | 0.058 | — |
| 2018 | -0.055 | — |
| 2017 | 0.046 | — |
| 2016 | 0.037 | — |
| 2015 | 0.002 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.017 | 0.012 | — |
| 2024 | 0.023 | 0.010 | 0.028 | 0.011 |
| 2023 | -0.009 | 0.012 | 0.016 | 0.042 |
| 2022 | -0.031 | -0.049 | 0.000 | 0.017 |
| 2021 | 0.007 | 0.004 | 0 | -0.008 |
| 2020 | -0.116 | 0.088 | 0.010 | 0.039 |
| 2019 | 0.028 | 0.011 | 0.005 | 0.013 |
| 2018 | -0.016 | -0.025 | 0.010 | -0.025 |
| 2017 | 0.012 | 0.012 | 0.012 | 0.009 |
| 2016 | 0.002 | 0.013 | 0.020 | 0.001 |
| 2015 | 0.019 | -0.021 | -0.014 | 0.019 |
| 2014 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.051 |
| 5 years | 0.018 |
| 10 years | 0.017 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.