Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 10 |
| 1 month | 0.004 | 0 | 2 |
| 3 months | 0.033 | 0 | 24 |
| 1 year | 0.070 | 0 | 11 |
| 3 years | 0.058 | 0 | 33 |
| 5 years | -0.006 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.090 | — |
| 2022 | -0.181 | — |
| 2021 | -0.027 | — |
| 2020 | 0.065 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.029 | 0.010 | — |
| 2024 | 0.003 | -0.002 | 0.026 | -0.002 |
| 2023 | 0.023 | -0.035 | 0.024 | 0.079 |
| 2022 | -0.061 | -0.075 | -0.115 | 0.065 |
| 2021 | -0.038 | 0.018 | -0.010 | 0.004 |
| 2020 | -0.058 | 0.072 | 0.014 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.058 |
| 5 years | -0.006 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.