Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 50 |
| 1 month | 0.002 | 0 | 58 |
| 3 months | 0.023 | 0 | 31 |
| 1 year | 0.038 | 0 | 30 |
| 3 years | 0.055 | 0 | 4 |
| 5 years | 0.021 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.062 | — |
| 2022 | -0.113 | — |
| 2021 | 0.032 | — |
| 2020 | 0.013 | — |
| 2019 | 0.072 | — |
| 2018 | -0.039 | — |
| 2017 | 0.031 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.004 | 0.024 | — |
| 2024 | 0.038 | 0.012 | 0.021 | 0.018 |
| 2023 | 0.020 | 0.018 | -0.004 | 0.027 |
| 2022 | -0.037 | -0.064 | -0.026 | 0.010 |
| 2021 | 0.015 | 0.017 | -0.008 | 0.007 |
| 2020 | -0.069 | 0.046 | 0.017 | 0.022 |
| 2019 | 0.043 | 0.012 | 0.006 | 0.010 |
| 2018 | -0.017 | 0.005 | 0.002 | -0.029 |
| 2017 | 0.015 | 0.004 | 0.006 | 0.006 |
| 2016 | 0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.023 |
| 3 years | 0.035 |
| 5 years | 0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.