Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.138 | 0 | 63 |
| 1 month | -0.004 | 0 | 71 |
| 3 months | 0.031 | 0 | 70 |
| 1 year | 0.134 | 0 | 57 |
| 3 years | 0.118 | 0 | 34 |
| 5 years | 0.108 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.113 | — |
| 2023 | 0.104 | — |
| 2022 | 0.001 | — |
| 2021 | 0.163 | — |
| 2020 | -0.078 | — |
| 2019 | 0.222 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.077 | 0.018 | — |
| 2024 | 0.022 | 0.039 | 0.043 | 0.005 |
| 2023 | 0.033 | -0.002 | 0.022 | 0.048 |
| 2022 | -0.022 | -0.047 | -0.035 | 0.113 |
| 2021 | 0.048 | 0.054 | 0.018 | 0.034 |
| 2020 | -0.241 | 0.114 | -0.021 | 0.114 |
| 2019 | 0.099 | 0.032 | 0.017 | 0.060 |
| 2018 | -0.103 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.134 |
| 3 years | 0.118 |
| 5 years | 0.108 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.