Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 77 |
| 1 month | -0.002 | 0 | 34 |
| 3 months | 0.041 | 0 | 73 |
| 1 year | 0.006 | 0 | 59 |
| 3 years | -0.001 | 0 | 54 |
| 5 years | -0.009 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.024 | — |
| 2023 | -0.018 | — |
| 2022 | -0.015 | — |
| 2021 | -0.015 | — |
| 2020 | 0.044 | — |
| 2019 | 0.023 | — |
| 2018 | 0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | -0.050 | 0.033 | — |
| 2024 | 0.000 | 0.001 | -0.013 | 0.038 |
| 2023 | 0.003 | -0.041 | 0.010 | 0.010 |
| 2022 | -0.027 | 0.044 | 0.041 | -0.067 |
| 2021 | -0.050 | 0.016 | 0.025 | -0.004 |
| 2020 | 0.153 | 0.008 | -0.043 | -0.062 |
| 2019 | -0.002 | 0.052 | 0.058 | -0.078 |
| 2018 | -0.048 | 0.063 | 0.007 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | -0.001 |
| 5 years | -0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.