Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.197 | 0 | 87 |
| 1 month | -0.039 | 0 | 82 |
| 3 months | 0.056 | 0 | 80 |
| 1 year | 0.204 | 0 | 86 |
| 3 years | 0.108 | 0 | 70 |
| 5 years | -0.016 | 0 | 93 |
| 10 years | 0.046 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.019 | — |
| 2022 | -0.221 | — |
| 2021 | -0.151 | — |
| 2020 | 0.292 | — |
| 2019 | 0.159 | — |
| 2018 | -0.156 | — |
| 2017 | 0.423 | — |
| 2016 | -0.009 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | 0.074 | 0.115 | — |
| 2024 | 0.014 | 0.091 | 0.051 | -0.050 |
| 2023 | 0.042 | -0.052 | -0.029 | 0.062 |
| 2022 | -0.115 | -0.105 | -0.128 | 0.127 |
| 2021 | 0.023 | 0.006 | -0.152 | -0.028 |
| 2020 | -0.121 | 0.235 | 0.068 | 0.115 |
| 2019 | 0.121 | -0.026 | -0.029 | 0.093 |
| 2018 | 0.007 | -0.017 | -0.028 | -0.123 |
| 2017 | 0.132 | 0.098 | 0.086 | 0.055 |
| 2016 | 0.006 | 0.032 | 0.058 | -0.099 |
| 2015 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.204 |
| 3 years | 0.108 |
| 5 years | -0.016 |
| 10 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.