Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.143 | 0 | 26 |
| 1 month | -0.009 | 0 | 60 |
| 3 months | 0.071 | 0 | 44 |
| 1 year | 0.139 | 0 | 20 |
| 3 years | 0.155 | 0 | 12 |
| 5 years | 0.121 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.154 | — |
| 2022 | -0.078 | — |
| 2021 | 0.201 | — |
| 2020 | 0.126 | — |
| 2019 | 0.228 | — |
| 2018 | -0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.049 | 0.055 | 0.097 | — |
| 2024 | 0.088 | 0.030 | 0.005 | 0.061 |
| 2023 | 0.032 | 0.038 | 0.010 | 0.066 |
| 2022 | -0.018 | -0.096 | 0.032 | 0.007 |
| 2021 | 0.038 | 0.067 | 0.027 | 0.056 |
| 2020 | -0.153 | 0.184 | 0.037 | 0.082 |
| 2019 | 0.092 | 0.070 | 0.031 | 0.020 |
| 2018 | -0.058 | 0.083 | 0.053 | -0.112 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.155 |
| 5 years | 0.121 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.