Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.307 | — |
| 2023 | 0.088 | — |
| 2022 | -0.203 | — |
| 2021 | 0.173 | — |
| 2020 | 0.250 | — |
| 2019 | 0.255 | — |
| 2018 | 0.002 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.054 | 0.079 | — |
| 2024 | 0.128 | 0.040 | 0.050 | 0.061 |
| 2023 | 0.035 | 0.002 | -0.038 | 0.090 |
| 2022 | -0.134 | -0.126 | -0.006 | 0.060 |
| 2021 | 0.004 | 0.072 | 0.019 | 0.069 |
| 2020 | -0.138 | 0.176 | 0.091 | 0.130 |
| 2019 | 0.132 | 0.030 | -0.007 | 0.085 |
| 2018 | 0.039 | 0.038 | 0.020 | -0.089 |
| 2017 | 0.081 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.