Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 34 |
| 1 month | -0.003 | 0 | 77 |
| 3 months | 0.008 | 0 | 69 |
| 1 year | 0.048 | 0 | 35 |
| 3 years | 0.053 | 0 | 27 |
| 5 years | 0.032 | 0 | 38 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.046 | — |
| 2022 | -0.035 | — |
| 2021 | 0.028 | — |
| 2020 | 0.040 | — |
| 2019 | 0.037 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.009 | 0.017 | — |
| 2024 | 0.018 | 0.016 | 0.023 | 0.001 |
| 2023 | 0.014 | -0.005 | 0.006 | 0.030 |
| 2022 | -0.010 | -0.033 | -0.015 | 0.024 |
| 2021 | 0.014 | 0.014 | 0.004 | -0.005 |
| 2020 | -0.071 | 0.050 | 0.012 | 0.052 |
| 2019 | 0.013 | 0.005 | 0.005 | 0.013 |
| 2018 | -0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.053 |
| 5 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.