Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 1 |
| 1 month | -0.002 | 0 | 46 |
| 3 months | 0.011 | 0 | 97 |
| 1 year | 0.060 | 0 | 1 |
| 3 years | 0.048 | 0 | — |
| 5 years | -0.008 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.028 | — |
| 2023 | 0.083 | — |
| 2022 | -0.170 | — |
| 2021 | -0.023 | — |
| 2020 | 0.036 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.024 | 0.015 | — |
| 2024 | -0.011 | -0.009 | 0.055 | -0.006 |
| 2023 | 0.029 | -0.007 | -0.018 | 0.079 |
| 2022 | -0.059 | -0.092 | -0.047 | 0.020 |
| 2021 | -0.004 | -0.008 | -0.003 | -0.008 |
| 2020 | -0.044 | 0.035 | 0.020 | 0.027 |
| 2019 | 0.026 | -0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.048 |
| 5 years | -0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.