Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 96 |
| 1 month | 0.013 | 0 | 57 |
| 3 months | 0.035 | 0 | 89 |
| 1 year | 0.067 | 0 | 94 |
| 3 years | 0.072 | 0 | 96 |
| 5 years | 0.062 | 0 | 84 |
| 10 years | 0.053 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.057 | — |
| 2022 | -0.057 | — |
| 2021 | 0.122 | — |
| 2020 | 0.025 | — |
| 2019 | 0.114 | — |
| 2018 | -0.027 | — |
| 2017 | 0.029 | — |
| 2016 | 0.090 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.004 | 0.049 | — |
| 2024 | 0.032 | 0.004 | 0.057 | 0.016 |
| 2023 | 0.030 | -0.004 | -0.030 | 0.063 |
| 2022 | -0.006 | -0.072 | -0.005 | 0.028 |
| 2021 | 0.020 | 0.043 | 0.004 | 0.050 |
| 2020 | -0.100 | 0.075 | 0.032 | 0.026 |
| 2019 | 0.063 | 0.013 | 0.023 | 0.011 |
| 2018 | -0.029 | 0.026 | 0.010 | -0.033 |
| 2017 | 0.018 | -0.001 | -0.012 | 0.024 |
| 2016 | 0.013 | 0.030 | 0.030 | 0.014 |
| 2015 | -0.016 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.072 |
| 5 years | 0.062 |
| 10 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.