Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.098 | 0 | 67 |
| 1 month | -0.016 | 0 | 54 |
| 3 months | 0.015 | 0 | 82 |
| 1 year | 0.078 | 0 | 69 |
| 3 years | 0.071 | 0 | 30 |
| 5 years | 0.023 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.062 | — |
| 2022 | -0.166 | — |
| 2021 | 0.038 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | 0.048 | 0.032 | — |
| 2024 | 0.058 | -0.016 | 0.027 | 0.013 |
| 2023 | 0.033 | 0.020 | -0.035 | 0.045 |
| 2022 | -0.047 | -0.111 | -0.030 | 0.015 |
| 2021 | 0.011 | 0.017 | -0.012 | 0.021 |
| 2020 | 0.050 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.071 |
| 5 years | 0.023 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.