Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 4 |
| 1 month | 0.007 | 0 | 4 |
| 3 months | 0.028 | 0 | 5 |
| 1 year | 0.091 | 0 | 4 |
| 3 years | 0.078 | 0 | 28 |
| 5 years | 0.038 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | 0.083 | — |
| 2022 | -0.078 | — |
| 2021 | 0.023 | — |
| 2020 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.019 | 0.025 | — |
| 2024 | 0.014 | 0.004 | 0.043 | -0.009 |
| 2023 | 0.022 | 0.010 | -0.006 | 0.056 |
| 2022 | -0.046 | -0.059 | -0.015 | 0.043 |
| 2021 | -0.002 | 0.019 | 0.005 | 0 |
| 2020 | -0.085 | 0.075 | 0.028 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.078 |
| 5 years | 0.038 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.