Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.279 | 0 | 33 |
| 1 month | -0.056 | 0 | 71 |
| 3 months | 0.081 | 0 | 41 |
| 1 year | 0.253 | 0 | 42 |
| 3 years | 0.287 | 0 | 37 |
| 5 years | 0.166 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.568 | — |
| 2022 | -0.352 | — |
| 2021 | 0.316 | — |
| 2020 | 0.638 | — |
| 2019 | 0.417 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | 0.258 | 0.092 | — |
| 2024 | 0.141 | 0.061 | -0.027 | -0.009 |
| 2023 | 0.249 | 0.094 | -0.031 | 0.184 |
| 2022 | -0.175 | -0.224 | -0.057 | 0.072 |
| 2021 | 0.062 | 0.108 | 0.001 | 0.117 |
| 2020 | -0.126 | 0.342 | 0.125 | 0.241 |
| 2019 | 0.195 | 0.056 | 0.002 | 0.121 |
| 2018 | 0.035 | 0.014 | -0.159 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.191 |
| 3 years | 0.265 |
| 5 years | 0.154 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.