Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 83 |
| 1 month | -0.002 | 0 | 21 |
| 3 months | 0.008 | 0 | 46 |
| 1 year | 0.019 | 0 | 88 |
| 3 years | 0.037 | 0 | 89 |
| 5 years | -0.010 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | 0.072 | — |
| 2022 | -0.152 | — |
| 2021 | -0.019 | — |
| 2020 | 0.027 | — |
| 2019 | 0.051 | — |
| 2018 | -0.006 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.016 | 0.007 | — |
| 2024 | 0.001 | -0.002 | 0.033 | 0.005 |
| 2023 | 0.015 | 0.003 | -0.004 | 0.057 |
| 2022 | -0.055 | -0.069 | -0.038 | 0.003 |
| 2021 | -0.012 | 0.000 | -0.001 | -0.006 |
| 2020 | -0.038 | 0.037 | 0.015 | 0.014 |
| 2019 | 0.029 | 0.018 | 0.015 | -0.012 |
| 2018 | -0.001 | -0.001 | -0.002 | -0.003 |
| 2017 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.037 |
| 5 years | -0.010 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.