Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.007 | 0 | — |
| 1 year | -0.040 | 0 | — |
| 3 years | -0.049 | 0 | — |
| 5 years | 0.006 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | -0.105 | — |
| 2022 | 0.089 | — |
| 2021 | 0.089 | — |
| 2020 | -0.058 | — |
| 2019 | 0.051 | — |
| 2018 | 0.035 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | 0.002 | -0.022 | — |
| 2024 | 0.008 | -0.008 | 0.002 | 0.001 |
| 2023 | -0.038 | -0.006 | -0.016 | -0.049 |
| 2022 | 0.039 | 0.034 | 0.023 | -0.009 |
| 2021 | 0.003 | 0.016 | 0.039 | 0.029 |
| 2020 | -0.107 | 0.001 | 0.022 | 0.031 |
| 2019 | 0.011 | 0.000 | 0.015 | 0.025 |
| 2018 | 0.000 | 0.008 | 0.017 | 0.009 |
| 2017 | 0.008 | 0.018 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | -0.049 |
| 5 years | 0.006 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.