Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.198 | 0 | 34 |
| 1 month | 0.010 | 0 | 24 |
| 3 months | 0.057 | 0 | 37 |
| 1 year | 0.171 | 0 | 40 |
| 3 years | 0.100 | 0 | 57 |
| 5 years | 0.113 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.066 | — |
| 2022 | 0.018 | — |
| 2021 | 0.185 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | 0.033 | 0.058 | — |
| 2024 | 0.024 | 0.023 | 0.037 | -0.019 |
| 2023 | 0.046 | -0.034 | 0.013 | 0.042 |
| 2022 | 0.010 | -0.033 | -0.066 | 0.116 |
| 2021 | 0.050 | 0.059 | 0.008 | 0.057 |
| 2020 | 0.115 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.171 |
| 3 years | 0.100 |
| 5 years | 0.113 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.