Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.112 | 0 | 23 |
| 1 month | -0.005 | 0 | 71 |
| 3 months | 0.072 | 0 | 41 |
| 1 year | 0.113 | 0 | 17 |
| 3 years | 0.183 | 0 | 37 |
| 5 years | 0.137 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.325 | — |
| 2023 | 0.194 | — |
| 2022 | -0.145 | — |
| 2021 | 0.241 | — |
| 2020 | 0.131 | — |
| 2019 | 0.213 | — |
| 2018 | 0.013 | — |
| 2017 | 0.106 | — |
| 2016 | 0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.044 | 0.095 | — |
| 2024 | 0.126 | 0.047 | 0.038 | 0.082 |
| 2023 | 0.066 | 0.056 | -0.019 | 0.081 |
| 2022 | -0.063 | -0.139 | 0.006 | 0.053 |
| 2021 | 0.040 | 0.062 | 0.022 | 0.099 |
| 2020 | -0.123 | 0.145 | 0.061 | 0.062 |
| 2019 | 0.104 | 0.013 | 0.023 | 0.061 |
| 2018 | 0.014 | 0.048 | 0.051 | -0.092 |
| 2017 | 0.047 | -0.003 | -0.001 | 0.061 |
| 2016 | -0.063 | 0.021 | 0.044 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.183 |
| 5 years | 0.137 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.