Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.171 | 0 | 23 |
| 1 month | 0.002 | 0 | 78 |
| 3 months | 0.053 | 0 | 1 |
| 1 year | 0.156 | 0 | 34 |
| 3 years | 0.129 | 0 | 1 |
| 5 years | 0.087 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.099 | — |
| 2022 | -0.063 | — |
| 2021 | 0.105 | — |
| 2020 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | 0.039 | 0.057 | — |
| 2024 | 0.016 | 0.021 | 0.083 | -0.011 |
| 2023 | 0.029 | 0.013 | -0.023 | 0.079 |
| 2022 | -0.019 | -0.066 | -0.030 | 0.054 |
| 2021 | 0.009 | 0.031 | 0.016 | 0.045 |
| 2020 | -0.034 | 0.099 | 0.032 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.156 |
| 3 years | 0.129 |
| 5 years | 0.087 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.