Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 15 |
| 1 month | 0.004 | 0 | 10 |
| 3 months | 0.006 | 0 | 23 |
| 1 year | 0.037 | 0 | 13 |
| 3 years | 0.046 | 0 | 42 |
| 5 years | 0.020 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.066 | — |
| 2022 | -0.078 | — |
| 2021 | 0.030 | — |
| 2020 | 0.013 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.018 | 0.016 | — |
| 2024 | 0.006 | 0.006 | 0.026 | -0.002 |
| 2023 | 0.009 | 0.013 | 0.006 | 0.037 |
| 2022 | -0.026 | -0.075 | -0.008 | 0.032 |
| 2021 | 0.011 | 0.016 | 0.002 | 0.001 |
| 2020 | -0.128 | 0.089 | 0.021 | 0.044 |
| 2019 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.028 |
| 5 years | 0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.