Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.174 | 0 | 76 |
| 1 month | 0.029 | 0 | 57 |
| 3 months | 0.047 | 0 | 87 |
| 1 year | 0.131 | 0 | 79 |
| 3 years | 0.124 | 0 | 57 |
| 5 years | 0.115 | 0 | 82 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.172 | — |
| 2023 | 0.096 | — |
| 2022 | -0.085 | — |
| 2021 | 0.233 | — |
| 2020 | 0.011 | — |
| 2019 | 0.241 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.057 | 0.067 | — |
| 2024 | 0.061 | -0.012 | 0.099 | 0.018 |
| 2023 | 0.028 | 0.019 | -0.044 | 0.095 |
| 2022 | 0.015 | -0.105 | -0.021 | 0.029 |
| 2021 | 0.081 | 0.051 | 0.008 | 0.077 |
| 2020 | -0.168 | 0.067 | 0.042 | 0.093 |
| 2019 | 0.122 | 0.046 | 0.039 | 0.017 |
| 2018 | 0.048 | 0.029 | -0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.131 |
| 3 years | 0.124 |
| 5 years | 0.115 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.