Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 76 |
| 1 month | 0.002 | 0 | 78 |
| 3 months | 0.012 | 0 | 36 |
| 1 year | 0.071 | 0 | 65 |
| 3 years | 0.064 | 0 | 60 |
| 5 years | 0.009 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.072 | — |
| 2022 | -0.112 | — |
| 2021 | -0.016 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.019 | 0.024 | — |
| 2024 | 0.008 | -0.004 | 0.049 | -0.015 |
| 2023 | 0.018 | 0 | -0.011 | 0.065 |
| 2022 | -0.056 | -0.059 | -0.048 | 0.050 |
| 2021 | -0.009 | 0.007 | -0.001 | -0.013 |
| 2020 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.054 |
| 5 years | 0.003 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.