Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 80 |
| 1 month | -0.022 | 0 | 84 |
| 3 months | 0.039 | 0 | 22 |
| 1 year | 0.139 | 0 | 54 |
| 3 years | 0.162 | 0 | 81 |
| 5 years | 0.129 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.412 | — |
| 2023 | 0.045 | — |
| 2022 | -0.128 | — |
| 2021 | 0.278 | — |
| 2020 | 0.249 | — |
| 2019 | 0.021 | — |
| 2018 | -0.105 | — |
| 2017 | 0.201 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.106 | 0.038 | 0.121 | — |
| 2024 | 0.122 | 0.024 | 0.052 | 0.169 |
| 2023 | -0.022 | 0.046 | 0.022 | -0.001 |
| 2022 | -0.085 | 0.005 | 0.038 | -0.086 |
| 2021 | 0.035 | 0.125 | 0.082 | 0.014 |
| 2020 | -0.138 | 0.141 | 0.129 | 0.124 |
| 2019 | 0.019 | -0.096 | 0.048 | 0.058 |
| 2018 | 0.062 | -0.074 | -0.054 | -0.038 |
| 2017 | 0.077 | 0.042 | -0.021 | 0.093 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.140 |
| 5 years | 0.116 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.