Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.113 | 0 | — |
| 1 month | -0.054 | 0 | — |
| 3 months | -0.041 | 0 | — |
| 1 year | 0.164 | 0 | — |
| 3 years | 0.109 | 0 | — |
| 5 years | 0.150 | 0 | — |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.118 | — |
| 2022 | 0.017 | — |
| 2021 | 0.362 | — |
| 2020 | -0.019 | — |
| 2019 | 0.046 | — |
| 2018 | -0.117 | — |
| 2017 | 0.039 | — |
| 2016 | 0.115 | — |
| 2015 | -0.106 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.107 | 0.011 | — |
| 2024 | 0.031 | -0.036 | 0.087 | 0.049 |
| 2023 | 0.007 | 0.067 | 0.066 | -0.023 |
| 2022 | 0.129 | -0.083 | 0.012 | -0.029 |
| 2021 | 0.100 | 0.086 | 0.019 | 0.118 |
| 2020 | -0.286 | 0.133 | 0.073 | 0.131 |
| 2019 | 0.055 | -0.008 | 0.010 | -0.011 |
| 2018 | -0.009 | -0.024 | 0.005 | -0.092 |
| 2017 | 0.014 | 0.021 | 0.034 | -0.029 |
| 2016 | 0.058 | 0.005 | 0.025 | 0.023 |
| 2015 | -0.011 | 0.120 | -0.098 | -0.106 |
| 2014 | -0.104 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.140 |
| 3 years | 0.102 |
| 5 years | 0.146 |
| 10 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.