Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.102 | 0 | 51 |
| 1 month | -0.047 | 0 | 98 |
| 3 months | 0.000 | 0 | 78 |
| 1 year | 0.047 | 0 | 58 |
| 3 years | 0.016 | 0 | 88 |
| 5 years | -0.103 | 0 | 99 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.024 | — |
| 2023 | -0.004 | — |
| 2022 | -0.349 | — |
| 2021 | -0.212 | — |
| 2020 | 0.740 | — |
| 2019 | 0.321 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.131 | 0.132 | 0.148 | — |
| 2024 | -0.092 | -0.024 | 0.032 | 0.068 |
| 2023 | -0.001 | -0.017 | -0.094 | 0.119 |
| 2022 | -0.141 | -0.222 | 0.034 | -0.058 |
| 2021 | -0.093 | 0.100 | -0.119 | -0.103 |
| 2020 | -0.072 | 0.440 | 0.126 | 0.155 |
| 2019 | 0.205 | 0.079 | -0.046 | 0.064 |
| 2018 | -0.193 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.016 |
| 5 years | -0.103 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.