Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.086 | 0 | 62 |
| 1 month | 0.021 | 0 | 7 |
| 3 months | 0.070 | 0 | 48 |
| 1 year | 0.044 | 0 | 78 |
| 3 years | 0.079 | 0 | 94 |
| 5 years | 0.101 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.024 | — |
| 2022 | 0 | — |
| 2021 | 0.241 | — |
| 2020 | -0.019 | — |
| 2019 | 0.205 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | -0.038 | 0.067 | — |
| 2024 | 0.085 | -0.003 | 0.053 | 0.025 |
| 2023 | -0.025 | 0.012 | -0.017 | 0.057 |
| 2022 | -0.011 | -0.081 | -0.006 | 0.108 |
| 2021 | 0.091 | 0.029 | 0.025 | 0.079 |
| 2020 | -0.185 | 0.088 | 0.021 | 0.083 |
| 2019 | 0.103 | 0.013 | 0.033 | 0.043 |
| 2018 | 0.035 | -0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.079 |
| 5 years | 0.101 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.