Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.010 | 0 | — |
| 1 year | 0.052 | 0 | — |
| 3 years | 0.095 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.090 | — |
| 2023 | 0.128 | — |
| 2022 | -0.050 | — |
| 2021 | 0.028 | — |
| 2020 | 0.079 | — |
| 2019 | 0.045 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.016 | 0.016 | — |
| 2024 | 0.027 | 0.021 | 0.027 | 0.011 |
| 2023 | 0.045 | 0.016 | 0.026 | 0.036 |
| 2022 | -0.079 | -0.022 | 0.003 | 0.052 |
| 2021 | 0.020 | 0.012 | 0.008 | -0.012 |
| 2020 | -0.091 | 0.108 | 0.032 | 0.038 |
| 2019 | 0.018 | 0.010 | 0.007 | 0.009 |
| 2018 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.095 |
| 5 years | 0.050 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.