Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | 56 |
| 1 month | 0.023 | 0 | 9 |
| 3 months | 0.051 | 0 | 46 |
| 1 year | 0.096 | 0 | 43 |
| 3 years | 0.102 | 0 | 34 |
| 5 years | 0.084 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.100 | — |
| 2022 | -0.060 | — |
| 2021 | 0.143 | — |
| 2020 | -0.026 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.026 | 0.044 | — |
| 2024 | 0.039 | -0.001 | 0.075 | 0.015 |
| 2023 | 0.044 | 0.017 | -0.036 | 0.074 |
| 2022 | -0.012 | -0.073 | -0.003 | 0.030 |
| 2021 | 0.039 | 0.045 | 0.000 | 0.053 |
| 2020 | -0.165 | 0.087 | 0.041 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.102 |
| 5 years | 0.084 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.