Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 94 |
| 1 month | -0.016 | 0 | 98 |
| 3 months | 0.029 | 0 | 90 |
| 1 year | -0.056 | 0 | 91 |
| 3 years | -0.023 | 0 | 93 |
| 5 years | -0.058 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.018 | — |
| 2022 | -0.263 | — |
| 2021 | -0.010 | — |
| 2020 | 0.399 | — |
| 2019 | 0.224 | — |
| 2018 | 0.133 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | -0.016 | 0.023 | — |
| 2024 | -0.004 | -0.085 | 0.044 | 0.071 |
| 2023 | 0.057 | 0.016 | -0.089 | 0.041 |
| 2022 | -0.102 | -0.140 | -0.011 | -0.036 |
| 2021 | 0.037 | 0.046 | -0.074 | -0.015 |
| 2020 | -0.066 | 0.245 | 0.109 | 0.084 |
| 2019 | 0.135 | 0.036 | -0.015 | 0.056 |
| 2018 | -0.014 | 0.167 | 0.109 | -0.111 |
| 2017 | -0.032 | -0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.103 |
| 3 years | -0.040 |
| 5 years | -0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.