Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.186 | 0 | — |
| 1 month | -0.021 | 0 | — |
| 3 months | 0.006 | 0 | — |
| 1 year | 0.188 | 0 | — |
| 3 years | 0.050 | 0 | — |
| 5 years | -0.071 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | -0.166 | — |
| 2022 | -0.256 | — |
| 2021 | -0.167 | — |
| 2020 | 0.198 | — |
| 2019 | 0.136 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | 0.021 | 0.125 | — |
| 2024 | 0.010 | 0.048 | 0.117 | -0.082 |
| 2023 | 0.013 | -0.111 | -0.074 | 0.001 |
| 2022 | -0.125 | -0.076 | -0.159 | 0.094 |
| 2021 | -0.017 | 0.014 | -0.108 | -0.063 |
| 2020 | -0.072 | 0.088 | 0.075 | 0.103 |
| 2019 | 0.123 | -0.025 | -0.027 | 0.067 |
| 2018 | -0.045 | -0.051 | -0.060 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.188 |
| 3 years | 0.050 |
| 5 years | -0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.