Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | 63 |
| 1 month | -0.107 | 0 | 95 |
| 3 months | -0.030 | 0 | 94 |
| 1 year | 0.045 | 0 | 77 |
| 3 years | 0.218 | 0 | — |
| 5 years | 0.106 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.315 | — |
| 2023 | 0.333 | — |
| 2022 | -0.242 | — |
| 2021 | 0.152 | — |
| 2020 | 0.129 | — |
| 2019 | — | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.168 | 0.251 | 0.134 | — |
| 2024 | 0.168 | 0.013 | -0.029 | 0.145 |
| 2023 | 0.055 | 0.090 | -0.014 | 0.175 |
| 2022 | -0.092 | -0.146 | 0.000 | -0.023 |
| 2021 | 0.066 | 0.046 | -0.021 | 0.056 |
| 2020 | -0.137 | 0.146 | 0.060 | 0.076 |
| 2019 | 0.138 | 0.036 | 0.019 | 0.062 |
| 2018 | 0.030 | -0.136 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.218 |
| 5 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.