Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.084 | 0 | 92 |
| 1 month | -0.082 | 0 | 100 |
| 3 months | -0.020 | 0 | 94 |
| 1 year | 0.118 | 0 | 92 |
| 3 years | -0.006 | 0 | 88 |
| 5 years | -0.073 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.176 | — |
| 2023 | -0.203 | — |
| 2022 | -0.363 | — |
| 2021 | -0.028 | — |
| 2020 | 0.523 | — |
| 2019 | 0.370 | — |
| 2018 | -0.335 | — |
| 2017 | 0.479 | — |
| 2016 | -0.006 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.065 | -0.098 | 0.306 | — |
| 2024 | -0.008 | 0.003 | 0.158 | 0.020 |
| 2023 | 0.033 | -0.139 | -0.044 | -0.063 |
| 2022 | -0.225 | 0.085 | -0.214 | -0.037 |
| 2021 | -0.050 | 0.183 | -0.116 | -0.022 |
| 2020 | -0.005 | 0.234 | 0.067 | 0.163 |
| 2019 | 0.302 | -0.103 | 0.062 | 0.105 |
| 2018 | -0.007 | -0.024 | -0.169 | -0.174 |
| 2017 | 0.137 | 0.085 | 0.111 | 0.080 |
| 2016 | -0.049 | -0.024 | 0.107 | -0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | -0.023 |
| 5 years | -0.082 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.