Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 49 |
| 1 month | -0.050 | 0 | 96 |
| 3 months | 0.024 | 0 | 68 |
| 1 year | 0.016 | 0 | 61 |
| 3 years | 0.077 | 0 | 58 |
| 5 years | 0.041 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.091 | — |
| 2022 | -0.205 | — |
| 2021 | 0.162 | — |
| 2020 | 0.070 | — |
| 2019 | 0.115 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | -0.056 | 0.080 | — |
| 2024 | 0.103 | -0.021 | -0.003 | 0.040 |
| 2023 | 0.049 | 0.036 | -0.010 | 0.014 |
| 2022 | -0.033 | -0.075 | -0.084 | -0.029 |
| 2021 | 0.051 | 0.036 | 0.012 | 0.054 |
| 2020 | -0.197 | 0.091 | 0.074 | 0.138 |
| 2019 | 0.083 | -0.013 | 0.030 | 0.012 |
| 2018 | -0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.077 |
| 5 years | 0.041 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.