Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.213 | 0 | 12 |
| 1 month | -0.031 | 0 | 93 |
| 3 months | 0.066 | 0 | 40 |
| 1 year | 0.217 | 0 | 7 |
| 3 years | 0.326 | 0 | 1 |
| 5 years | 0.127 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.456 | — |
| 2023 | 0.460 | — |
| 2022 | -0.352 | — |
| 2021 | 0.028 | — |
| 2020 | 0.917 | — |
| 2019 | 0.443 | — |
| 2018 | -0.132 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | 0.186 | 0.145 | — |
| 2024 | 0.255 | 0.078 | -0.002 | 0.079 |
| 2023 | 0.164 | 0.123 | -0.049 | 0.174 |
| 2022 | -0.084 | -0.214 | -0.064 | -0.038 |
| 2021 | 0.014 | 0.013 | -0.024 | 0.026 |
| 2020 | -0.096 | 0.415 | 0.219 | 0.230 |
| 2019 | 0.246 | 0.060 | -0.031 | 0.128 |
| 2018 | 0.044 | 0.055 | 0.050 | -0.249 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.217 |
| 3 years | 0.326 |
| 5 years | 0.127 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.