Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.120 | 0 | 15 |
| 1 month | 0.068 | 0 | 24 |
| 3 months | 0.131 | 0 | 22 |
| 1 year | 0.352 | 0 | 15 |
| 3 years | 0.135 | 0 | 13 |
| 5 years | 0.144 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | 0.260 | — |
| 2022 | -0.176 | — |
| 2021 | 0.335 | — |
| 2020 | 0.083 | — |
| 2019 | 0.252 | — |
| 2018 | -0.009 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.080 | 0.059 | 0.006 | 0.095 |
| 2022 | -0.104 | -0.132 | 0.030 | 0.029 |
| 2021 | 0.108 | 0.054 | 0.015 | 0.127 |
| 2020 | -0.210 | 0.169 | 0.049 | 0.118 |
| 2019 | 0.104 | 0.049 | 0.013 | 0.068 |
| 2018 | 0.011 | 0.046 | 0.047 | -0.105 |
| 2017 | -0.001 | 0.064 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.352 |
| 3 years | 0.135 |
| 5 years | 0.144 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.