Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 96 |
| 1 month | 0.010 | 0 | 69 |
| 3 months | 0.024 | 0 | 96 |
| 1 year | 0.040 | 0 | 98 |
| 3 years | 0.067 | 0 | 94 |
| 5 years | 0.054 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.080 | — |
| 2022 | -0.090 | — |
| 2021 | 0.120 | — |
| 2020 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.030 | 0.004 | — |
| 2024 | 0.047 | -0.004 | 0.055 | -0.001 |
| 2023 | 0.032 | 0.019 | -0.038 | 0.068 |
| 2022 | -0.025 | -0.088 | -0.013 | 0.037 |
| 2021 | 0.021 | 0.045 | 0.000 | 0.050 |
| 2020 | -0.088 | 0.072 | 0.032 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.067 |
| 5 years | 0.054 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.