Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 55 |
| 1 month | 0.005 | 0 | 41 |
| 3 months | 0.014 | 0 | 47 |
| 1 year | 0.064 | 0 | 53 |
| 3 years | 0.070 | 0 | 59 |
| 5 years | 0.053 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.068 | — |
| 2022 | 0.034 | — |
| 2021 | 0.028 | — |
| 2020 | 0.038 | — |
| 2019 | 0.053 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.015 | 0.013 | — |
| 2024 | 0.019 | 0.019 | 0.018 | 0.018 |
| 2023 | 0.015 | 0.017 | 0.019 | 0.016 |
| 2022 | 0.006 | 0.009 | 0.007 | 0.011 |
| 2021 | 0.006 | 0.010 | 0.005 | 0.006 |
| 2020 | 0.012 | 0.011 | 0.008 | 0.007 |
| 2019 | 0.013 | 0.017 | 0.011 | 0.010 |
| 2018 | 0.015 | -0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.070 |
| 5 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.