Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | 0.014 | — |
| 2021 | 0.021 | — |
| 2020 | 0.104 | — |
| 2019 | 0.089 | — |
| 2018 | 0.058 | — |
| 2017 | 0.048 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.033 | — | — | — |
| 2022 | -0.019 | -0.020 | -0.004 | 0.059 |
| 2021 | -0.004 | 0.001 | 0.014 | 0.011 |
| 2020 | 0.036 | 0.048 | 0.015 | 0.002 |
| 2019 | 0.024 | 0.020 | 0.032 | 0.010 |
| 2018 | 0.011 | 0.015 | 0.017 | 0.014 |
| 2017 | 0.003 | 0.016 | 0.016 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.045 |
| 5 years | 0.061 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.