Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.029 | 0 | — |
| 1 year | 0.047 | 0 | — |
| 3 years | 0.058 | 0 | — |
| 5 years | 0.010 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.077 | — |
| 2022 | -0.105 | — |
| 2021 | -0.024 | — |
| 2020 | 0.112 | — |
| 2019 | 0.073 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | -0.001 | 0.020 | — |
| 2024 | -0.007 | 0.010 | 0.053 | 0.002 |
| 2023 | 0.033 | -0.008 | -0.035 | 0.089 |
| 2022 | -0.066 | -0.054 | 0.006 | 0.007 |
| 2021 | -0.048 | 0.016 | -0.002 | 0.010 |
| 2020 | 0.018 | 0.067 | 0.014 | 0.010 |
| 2019 | 0.040 | 0.027 | 0.014 | -0.009 |
| 2018 | -0.005 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.047 |
| 3 years | 0.058 |
| 5 years | 0.010 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.