Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.216 | 0 | 31 |
| 1 month | 0.080 | 0 | 31 |
| 3 months | 0.260 | 0 | 16 |
| 1 year | 0.178 | 0 | 31 |
| 3 years | 0.094 | 0 | 23 |
| 5 years | 0.065 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | -0.023 | — |
| 2022 | -0.063 | — |
| 2021 | 0.089 | — |
| 2020 | 0.098 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.036 | -0.107 | 0.066 | — |
| 2024 | 0.060 | -0.007 | 0.100 | -0.039 |
| 2023 | -0.009 | 0.004 | -0.027 | 0.010 |
| 2022 | -0.074 | -0.060 | 0.003 | 0.074 |
| 2021 | -0.029 | 0.073 | 0.014 | 0.031 |
| 2020 | -0.066 | 0.128 | 0.031 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.178 |
| 3 years | 0.094 |
| 5 years | 0.065 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.