Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.185 | 0 | — |
| 1 month | 0.021 | 0 | — |
| 3 months | 0.044 | 0 | — |
| 1 year | 0.125 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.037 | — |
| 2022 | -0.030 | — |
| 2021 | 0.136 | — |
| 2020 | 0.013 | — |
| 2019 | 0.186 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.080 | 0.031 | 0.030 | — |
| 2024 | 0.005 | -0.014 | 0.100 | -0.065 |
| 2023 | 0.037 | 0.008 | -0.084 | 0.082 |
| 2022 | 0.026 | -0.042 | -0.092 | 0.086 |
| 2021 | 0.045 | 0.026 | 0.004 | 0.055 |
| 2020 | -0.092 | 0.063 | -0.012 | 0.061 |
| 2019 | 0.111 | 0.012 | 0.030 | 0.023 |
| 2018 | 0.008 | -0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.069 |
| 5 years | 0.070 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.