Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 36 |
| 1 month | -0.008 | 0 | 42 |
| 3 months | 0.055 | 0 | 33 |
| 1 year | 0.041 | 0 | 42 |
| 3 years | 0.031 | 0 | 65 |
| 5 years | 0.046 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.022 | — |
| 2022 | -0.211 | — |
| 2021 | 0.238 | — |
| 2020 | 0.419 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | 0.063 | 0.063 | — |
| 2024 | 0.063 | 0.011 | 0.029 | -0.020 |
| 2023 | 0.069 | 0.011 | -0.101 | 0.053 |
| 2022 | -0.101 | -0.108 | 0.007 | -0.023 |
| 2021 | 0.019 | 0.053 | 0.026 | 0.126 |
| 2020 | -0.146 | 0.257 | 0.120 | 0.180 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.031 |
| 5 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.