Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 100 |
| 1 month | -0.003 | 0 | 66 |
| 3 months | -0.005 | 0 | 100 |
| 1 year | -0.030 | 0 | 99 |
| 3 years | 0.014 | 0 | 100 |
| 5 years | 0.015 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.089 | — |
| 2022 | -0.103 | — |
| 2021 | 0.117 | — |
| 2020 | -0.009 | — |
| 2019 | 0.060 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | 0.032 | -0.001 | — |
| 2024 | 0.008 | -0.017 | 0.044 | -0.018 |
| 2023 | 0.055 | 0.016 | -0.021 | 0.039 |
| 2022 | -0.025 | -0.068 | -0.019 | 0.006 |
| 2021 | 0.045 | 0.019 | 0.014 | 0.033 |
| 2020 | -0.176 | 0.139 | 0.019 | 0.036 |
| 2019 | 0.046 | 0.006 | 0.010 | -0.002 |
| 2018 | -0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.014 |
| 5 years | 0.015 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.