Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 37 |
| 1 month | -0.015 | 0 | 100 |
| 3 months | 0.037 | 0 | 60 |
| 1 year | 0.090 | 0 | 42 |
| 3 years | 0.064 | 0 | 79 |
| 5 years | 0.026 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.035 | — |
| 2022 | -0.100 | — |
| 2021 | 0.033 | — |
| 2020 | 0.023 | — |
| 2019 | 0.109 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.026 | 0.052 | — |
| 2024 | 0.025 | -0.004 | 0.028 | 0.000 |
| 2023 | 0.003 | -0.016 | 0.001 | 0.049 |
| 2022 | -0.037 | -0.060 | -0.036 | 0.031 |
| 2021 | 0.003 | 0.032 | 0.000 | -0.002 |
| 2020 | -0.127 | 0.103 | 0.007 | 0.056 |
| 2019 | 0.045 | 0.035 | 0.017 | 0.009 |
| 2018 | 0.019 | -0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.064 |
| 5 years | 0.026 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.