Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 98 |
| 1 month | -0.011 | 0 | 92 |
| 3 months | -0.044 | 0 | 100 |
| 1 year | 0.016 | 0 | 96 |
| 3 years | 0.169 | 0 | 73 |
| 5 years | 0.053 | 0 | 99 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.406 | — |
| 2022 | -0.394 | — |
| 2021 | 0.204 | — |
| 2020 | 0.108 | — |
| 2019 | 0.431 | — |
| 2018 | -0.087 | — |
| 2017 | 0.156 | — |
| 2016 | 0.107 | — |
| 2015 | -0.106 | — |
| 2014 | 0.121 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | 0.067 | 0.042 | — |
| 2024 | 0.118 | -0.033 | 0.081 | -0.005 |
| 2023 | 0.137 | 0.098 | -0.046 | 0.181 |
| 2022 | -0.140 | -0.293 | -0.078 | 0.081 |
| 2021 | 0.068 | 0.121 | -0.003 | 0.009 |
| 2020 | -0.284 | 0.240 | 0.066 | 0.170 |
| 2019 | 0.152 | 0.043 | 0.025 | 0.162 |
| 2018 | 0.028 | 0.021 | 0.049 | -0.170 |
| 2017 | 0.075 | 0.028 | 0.017 | 0.029 |
| 2016 | 0.040 | -0.034 | 0.054 | 0.044 |
| 2015 | -0.004 | -0.003 | -0.105 | 0.006 |
| 2014 | -0.012 | 0.053 | 0.010 | 0.067 |
| 2013 | 0.115 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.169 |
| 5 years | 0.053 |
| 10 years | 0.083 |
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/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.