Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.016 | 0 | — |
| 1 year | -0.091 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | 0.011 | 0 | — |
| 10 years | 0.076 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.112 | — |
| 2022 | -0.440 | — |
| 2021 | 0.712 | — |
| 2020 | 0.099 | — |
| 2019 | 0.408 | — |
| 2018 | 0.077 | — |
| 2017 | 0.070 | — |
| 2016 | 0.132 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | 0.099 | -0.069 | — |
| 2024 | 0.039 | -0.006 | 0.135 | -0.126 |
| 2023 | -0.100 | -0.041 | -0.026 | 0.324 |
| 2022 | -0.149 | -0.388 | -0.072 | 0.158 |
| 2021 | 0.010 | 0.233 | 0.086 | 0.266 |
| 2020 | -0.232 | 0.129 | 0.236 | 0.026 |
| 2019 | 0.104 | 0.014 | 0.108 | 0.135 |
| 2018 | 0.012 | 0.078 | 0.048 | -0.058 |
| 2017 | 0.010 | 0.074 | 0.007 | -0.020 |
| 2016 | 0.049 | 0.033 | 0.107 | -0.055 |
| 2015 | -0.104 | 0.040 | 0.089 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | 0.034 |
| 5 years | 0.011 |
| 10 years | 0.076 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.