Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 51 |
| 1 month | 0.008 | 0 | 29 |
| 3 months | 0.026 | 0 | 65 |
| 1 year | 0.053 | 0 | 41 |
| 3 years | 0.056 | 0 | 39 |
| 5 years | 0.034 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.056 | — |
| 2022 | -0.124 | — |
| 2021 | 0.096 | — |
| 2020 | 0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.002 | 0.022 | — |
| 2024 | 0.051 | 0.013 | 0.015 | 0.009 |
| 2023 | 0.026 | 0.016 | -0.011 | 0.023 |
| 2022 | -0.039 | -0.075 | -0.031 | 0.016 |
| 2021 | 0.040 | 0.031 | -0.006 | 0.029 |
| 2020 | -0.090 | 0.069 | 0.024 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.032 |
| 5 years | 0.020 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.