Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 28 |
| 1 month | 0.015 | 0 | 27 |
| 3 months | 0.050 | 0 | 64 |
| 1 year | 0.062 | 0 | 29 |
| 3 years | 0.137 | 0 | 88 |
| 5 years | 0.182 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.252 | — |
| 2022 | 0.016 | — |
| 2021 | 0.388 | — |
| 2020 | 0.141 | — |
| 2019 | 0.045 | — |
| 2018 | -0.098 | — |
| 2017 | 0.350 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.103 | -0.035 | — |
| 2024 | 0.024 | 0.114 | 0.059 | -0.074 |
| 2023 | -0.032 | 0.126 | 0.056 | 0.087 |
| 2022 | -0.014 | -0.103 | 0.107 | 0.037 |
| 2021 | 0.100 | 0.120 | 0.119 | 0.007 |
| 2020 | -0.262 | 0.167 | 0.080 | 0.226 |
| 2019 | 0.020 | 0.001 | 0.000 | 0.024 |
| 2018 | -0.094 | -0.004 | -0.014 | 0.014 |
| 2017 | 0.093 | 0.034 | 0.022 | 0.169 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.137 |
| 5 years | 0.182 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.