Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.345 | 0 | 5 |
| 1 month | -0.037 | 0 | 32 |
| 3 months | 0.089 | 0 | 42 |
| 1 year | 0.323 | 0 | 9 |
| 3 years | 0.558 | 0 | 2 |
| 5 years | 0.166 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.597 | — |
| 2023 | 0.782 | — |
| 2022 | -0.515 | — |
| 2021 | 0.154 | — |
| 2020 | 1.218 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | 0.243 | 0.240 | — |
| 2024 | 0.178 | 0.070 | 0.017 | 0.246 |
| 2023 | 0.186 | 0.280 | -0.034 | 0.215 |
| 2022 | -0.286 | -0.190 | -0.030 | -0.135 |
| 2021 | 0.238 | 0.126 | -0.045 | -0.133 |
| 2020 | 0.115 | 0.510 | 0.139 | 0.156 |
| 2019 | -0.002 | 0.044 | 0.145 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.323 |
| 3 years | 0.558 |
| 5 years | 0.166 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.