Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | -0.044 | 0 | — |
| 3 years | -0.009 | 0 | — |
| 5 years | -0.018 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.033 | — |
| 2023 | 0.018 | — |
| 2022 | 0.078 | — |
| 2021 | -0.099 | — |
| 2020 | 0.153 | — |
| 2019 | -0.108 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | -0.059 | 0.006 | — |
| 2024 | -0.042 | 0.004 | -0.016 | 0.021 |
| 2023 | 0.054 | -0.025 | 0.014 | -0.023 |
| 2022 | 0.073 | 0.046 | 0.013 | -0.052 |
| 2021 | -0.003 | -0.069 | -0.019 | -0.010 |
| 2020 | 0.224 | -0.026 | 0.008 | -0.041 |
| 2019 | -0.049 | 0.002 | -0.021 | -0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | -0.009 |
| 5 years | -0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.