Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 97 |
| 1 month | -0.026 | 0 | 100 |
| 3 months | -0.037 | 0 | 99 |
| 1 year | -0.029 | 0 | 98 |
| 3 years | 0.035 | 0 | 85 |
| 5 years | 0.095 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.017 | — |
| 2022 | 0.235 | — |
| 2021 | 0.116 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | -0.011 | -0.040 | — |
| 2024 | 0.084 | -0.020 | 0.086 | -0.001 |
| 2023 | 0.047 | -0.010 | 0.018 | -0.036 |
| 2022 | 0.113 | 0.089 | 0.061 | -0.039 |
| 2021 | 0.070 | 0.021 | -0.007 | 0.028 |
| 2020 | -0.055 | 0.012 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.035 |
| 5 years | 0.095 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.