Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 66 |
| 1 month | 0.026 | 0 | 10 |
| 3 months | 0.046 | 0 | 12 |
| 1 year | 0.023 | 0 | 75 |
| 3 years | 0.056 | 0 | 53 |
| 5 years | 0.064 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.022 | — |
| 2023 | 0.102 | — |
| 2022 | 0.048 | — |
| 2021 | 0.089 | — |
| 2020 | 0.052 | — |
| 2019 | 0.070 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | -0.012 | 0.020 | — |
| 2024 | 0.012 | 0.015 | -0.004 | -0.001 |
| 2023 | 0.025 | 0.027 | 0.016 | 0.030 |
| 2022 | 0.027 | 0.010 | 0.027 | -0.017 |
| 2021 | -0.005 | 0.021 | 0.039 | 0.032 |
| 2020 | 0.044 | -0.016 | 0.022 | 0.002 |
| 2019 | 0.018 | 0.026 | 0.013 | 0.011 |
| 2018 | 0.010 | 0.006 | 0.002 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.056 |
| 5 years | 0.064 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.