Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.267 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.080 | 0 | — |
| 1 year | 0.192 | 0 | — |
| 3 years | 0.061 | 0 | — |
| 5 years | 0.032 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.107 | — |
| 2023 | 0.096 | — |
| 2022 | -0.216 | — |
| 2021 | 0.145 | — |
| 2020 | 0.469 | — |
| 2019 | 0.261 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | 0.183 | 0.132 | — |
| 2024 | -0.031 | -0.017 | 0.064 | -0.119 |
| 2023 | 0.100 | 0.017 | -0.126 | 0.122 |
| 2022 | -0.110 | -0.206 | -0.021 | 0.133 |
| 2021 | 0.038 | 0.034 | 0.004 | 0.064 |
| 2020 | -0.195 | 0.241 | 0.192 | 0.233 |
| 2019 | 0.108 | 0.053 | -0.014 | 0.097 |
| 2018 | -0.018 | -0.109 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.132 |
| 3 years | 0.043 |
| 5 years | 0.021 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.