Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 84 |
| 1 month | 0.017 | 0 | 13 |
| 3 months | 0.029 | 0 | 84 |
| 1 year | 0.074 | 0 | 82 |
| 3 years | 0.125 | 0 | 74 |
| 5 years | 0.078 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.212 | — |
| 2023 | 0.105 | — |
| 2022 | -0.083 | — |
| 2021 | 0.083 | — |
| 2020 | 0.136 | — |
| 2019 | 0.075 | — |
| 2018 | 0.034 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.001 | 0.033 | — |
| 2024 | 0.077 | 0.012 | 0.076 | 0.033 |
| 2023 | 0.052 | 0.023 | -0.035 | 0.064 |
| 2022 | -0.075 | -0.077 | -0.008 | 0.083 |
| 2021 | 0.001 | 0.031 | -0.001 | 0.050 |
| 2020 | -0.057 | 0.071 | 0.083 | 0.037 |
| 2019 | 0.041 | -0.007 | 0.019 | 0.020 |
| 2018 | 0.003 | 0.016 | 0.031 | -0.016 |
| 2017 | -0.046 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.125 |
| 5 years | 0.078 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.