Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 37 |
| 1 month | 0.078 | 0 | 23 |
| 3 months | 0.148 | 0 | 34 |
| 1 year | 0.002 | 0 | 45 |
| 3 years | 0.013 | 0 | 58 |
| 5 years | 0.018 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | -0.023 | — |
| 2022 | -0.087 | — |
| 2021 | 0.116 | — |
| 2020 | 0.099 | — |
| 2019 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | -0.115 | 0.047 | — |
| 2024 | 0.087 | 0.022 | -0.017 | -0.057 |
| 2023 | -0.056 | 0.017 | -0.004 | 0.021 |
| 2022 | -0.063 | -0.053 | 0.013 | 0.015 |
| 2021 | 0.024 | 0.081 | -0.009 | 0.017 |
| 2020 | -0.132 | 0.179 | 0.009 | 0.065 |
| 2019 | 0.101 | -0.043 | -0.014 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.013 |
| 5 years | 0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.