Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 75 |
| 1 month | 0.005 | 0 | 53 |
| 3 months | 0.022 | 0 | 75 |
| 1 year | 0.036 | 0 | 70 |
| 3 years | 0.058 | 0 | 32 |
| 5 years | 0.027 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.069 | — |
| 2022 | -0.151 | — |
| 2021 | 0.089 | — |
| 2020 | 0.028 | — |
| 2019 | 0.103 | — |
| 2018 | -0.048 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.004 | 0.023 | — |
| 2024 | 0.052 | 0.010 | 0.024 | 0.010 |
| 2023 | 0.030 | 0.018 | -0.013 | 0.033 |
| 2022 | -0.059 | -0.080 | -0.034 | 0.016 |
| 2021 | 0.031 | 0.030 | -0.001 | 0.027 |
| 2020 | -0.081 | 0.061 | 0.019 | 0.035 |
| 2019 | 0.054 | 0.018 | 0.014 | 0.014 |
| 2018 | -0.019 | 0.008 | 0.006 | -0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.049 |
| 5 years | 0.022 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.