Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 49 |
| 1 month | 0.004 | 0 | 6 |
| 3 months | 0.008 | 0 | 37 |
| 1 year | 0.021 | 0 | 46 |
| 3 years | 0.021 | 0 | 47 |
| 5 years | -0.010 | 0 | 56 |
| 10 years | 0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.002 | — |
| 2023 | 0.035 | — |
| 2022 | -0.101 | — |
| 2021 | -0.016 | — |
| 2020 | 0.021 | — |
| 2019 | 0.056 | — |
| 2018 | -0.034 | — |
| 2017 | 0.045 | — |
| 2016 | 0.024 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.008 | 0.009 | — |
| 2024 | -0.002 | -0.002 | 0.023 | -0.016 |
| 2023 | 0.014 | -0.008 | -0.012 | 0.040 |
| 2022 | -0.036 | -0.051 | -0.023 | 0.005 |
| 2021 | -0.014 | 0.007 | -0.003 | -0.007 |
| 2020 | -0.088 | 0.078 | 0.015 | 0.023 |
| 2019 | 0.026 | 0.023 | 0.004 | 0.002 |
| 2018 | -0.002 | -0.015 | 0.002 | -0.019 |
| 2017 | 0.012 | 0.017 | 0.011 | 0.005 |
| 2016 | -0.003 | 0.009 | 0.025 | -0.008 |
| 2015 | -0.018 | -0.022 | -0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.008 |
| 5 years | -0.018 |
| 10 years | 0.000 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.