Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 95 |
| 1 month | -0.007 | 0 | 52 |
| 3 months | 0.062 | 0 | 60 |
| 1 year | -0.008 | 0 | 97 |
| 3 years | 0.088 | 0 | 81 |
| 5 years | 0.085 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.127 | — |
| 2022 | -0.110 | — |
| 2021 | 0.283 | — |
| 2020 | 0.157 | — |
| 2019 | 0.284 | — |
| 2018 | -0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | -0.019 | 0.055 | — |
| 2024 | 0.059 | 0.010 | 0.017 | 0.041 |
| 2023 | -0.005 | 0.049 | 0.007 | 0.072 |
| 2022 | -0.045 | -0.093 | 0.047 | -0.018 |
| 2021 | 0.049 | 0.114 | 0.044 | 0.052 |
| 2020 | -0.093 | 0.155 | 0.041 | 0.061 |
| 2019 | 0.114 | 0.094 | 0.036 | 0.017 |
| 2018 | -0.061 | 0.079 | 0.056 | -0.101 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.088 |
| 5 years | 0.085 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.