Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 41 |
| 1 month | -0.008 | 0 | 41 |
| 3 months | 0.049 | 0 | 35 |
| 1 year | 0.070 | 0 | 31 |
| 3 years | 0.122 | 0 | 58 |
| 5 years | 0.087 | 0 | 62 |
| 10 years | 0.079 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.193 | — |
| 2023 | 0.132 | — |
| 2022 | -0.063 | — |
| 2021 | 0.118 | — |
| 2020 | 0.003 | — |
| 2019 | 0.260 | — |
| 2018 | -0.054 | — |
| 2017 | 0.122 | — |
| 2016 | 0.101 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.087 | 0.052 | 0.068 | — |
| 2024 | 0.176 | -0.053 | 0.014 | 0.056 |
| 2023 | 0.050 | 0.100 | -0.012 | -0.008 |
| 2022 | -0.053 | -0.055 | 0.001 | 0.046 |
| 2021 | 0.073 | -0.017 | 0.069 | -0.009 |
| 2020 | -0.106 | 0.040 | 0.030 | 0.047 |
| 2019 | 0.107 | 0.012 | 0.094 | 0.028 |
| 2018 | 0.022 | 0.046 | 0.031 | -0.142 |
| 2017 | 0.029 | -0.004 | 0.006 | 0.089 |
| 2016 | -0.099 | 0.058 | 0.098 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.122 |
| 5 years | 0.087 |
| 10 years | 0.079 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.