Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.228 | 0 | 52 |
| 1 month | 0.006 | 0 | 65 |
| 3 months | 0.117 | 0 | 44 |
| 1 year | 0.281 | 0 | 49 |
| 3 years | 0.217 | 0 | 46 |
| 5 years | 0.162 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.206 | — |
| 2023 | 0.285 | — |
| 2022 | -0.046 | — |
| 2021 | 0.133 | — |
| 2020 | 0.087 | — |
| 2019 | 0.183 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | 0.075 | 0.104 | — |
| 2024 | 0.185 | 0.022 | -0.060 | 0.059 |
| 2023 | 0.071 | 0.155 | 0.016 | 0.022 |
| 2022 | -0.016 | -0.045 | -0.016 | 0.031 |
| 2021 | 0.087 | 0.001 | 0.051 | -0.009 |
| 2020 | -0.173 | 0.115 | 0.046 | 0.127 |
| 2019 | 0.076 | -0.017 | 0.034 | 0.082 |
| 2018 | 0.063 | -0.172 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.281 |
| 3 years | 0.217 |
| 5 years | 0.162 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.