Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.064 | — |
| 2022 | -0.126 | — |
| 2021 | 0.003 | — |
| 2020 | 0.036 | — |
| 2019 | 0.093 | — |
| 2018 | -0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.017 | 0.015 | — |
| 2024 | 0.003 | 0.005 | 0.041 | -0.013 |
| 2023 | 0.025 | -0.007 | -0.020 | 0.067 |
| 2022 | -0.057 | -0.074 | -0.021 | 0.023 |
| 2021 | -0.024 | 0.025 | 0.000 | 0.003 |
| 2020 | -0.087 | 0.078 | 0.020 | 0.032 |
| 2019 | 0.040 | 0.028 | 0.017 | 0.005 |
| 2018 | -0.004 | -0.006 | 0.001 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.