Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 98 |
| 1 month | 0.006 | 0 | 66 |
| 3 months | 0.000 | 0 | 92 |
| 1 year | -0.058 | 0 | 97 |
| 3 years | 0.033 | 0 | 97 |
| 5 years | 0.064 | 0 | 94 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.108 | — |
| 2022 | -0.109 | — |
| 2021 | 0.323 | — |
| 2020 | -0.020 | — |
| 2019 | 0.285 | — |
| 2018 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | -0.025 | -0.047 | — |
| 2024 | 0.057 | -0.007 | 0.054 | -0.017 |
| 2023 | 0.065 | 0.042 | -0.044 | 0.045 |
| 2022 | -0.051 | -0.069 | -0.018 | 0.027 |
| 2021 | 0.101 | 0.062 | 0.025 | 0.105 |
| 2020 | -0.184 | 0.133 | 0.021 | 0.039 |
| 2019 | 0.138 | 0.056 | 0.057 | 0.011 |
| 2018 | -0.038 | 0.068 | 0.045 | -0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.058 |
| 3 years | 0.033 |
| 5 years | 0.064 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.