Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.003 | 0 | — |
| 1 year | 0.010 | 0 | — |
| 3 years | 0.033 | 0 | — |
| 5 years | -0.001 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.063 | — |
| 2022 | -0.110 | — |
| 2021 | -0.010 | — |
| 2020 | 0.075 | — |
| 2019 | 0.064 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.022 | -0.027 | — |
| 2024 | 0.013 | 0.005 | 0.019 | -0.008 |
| 2023 | 0.018 | 0.024 | 0.001 | 0.020 |
| 2022 | -0.050 | -0.047 | -0.020 | 0.002 |
| 2021 | 0.001 | 0.007 | -0.004 | -0.014 |
| 2020 | -0.036 | 0.027 | 0.043 | 0.041 |
| 2019 | 0.027 | 0.024 | -0.003 | 0.015 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.033 |
| 5 years | -0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.