Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 31 |
| 1 month | -0.004 | 0 | 71 |
| 3 months | 0.048 | 0 | 11 |
| 1 year | 0.066 | 0 | 24 |
| 3 years | 0.089 | 0 | 12 |
| 5 years | 0.045 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.108 | — |
| 2022 | -0.163 | — |
| 2021 | 0.114 | — |
| 2020 | -0.013 | — |
| 2019 | 0.167 | — |
| 2018 | -0.081 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | 0.006 | 0.050 | — |
| 2024 | 0.059 | 0.017 | 0.018 | 0.027 |
| 2023 | 0.025 | 0.025 | -0.010 | 0.065 |
| 2022 | -0.059 | -0.104 | -0.032 | 0.026 |
| 2021 | 0.029 | 0.033 | 0.005 | 0.043 |
| 2020 | -0.146 | 0.084 | 0.018 | 0.047 |
| 2019 | 0.090 | 0.017 | 0.034 | 0.019 |
| 2018 | -0.033 | 0.016 | 0.018 | -0.082 |
| 2017 | 0.008 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.089 |
| 5 years | 0.045 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.