Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 88 |
| 1 month | 0.001 | 0 | 33 |
| 3 months | 0.000 | 0 | 96 |
| 1 year | 0.003 | 0 | 91 |
| 3 years | 0.013 | 0 | 97 |
| 5 years | -0.002 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.007 | — |
| 2023 | 0.027 | — |
| 2022 | -0.042 | — |
| 2021 | -0.018 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.021 | -0.015 | — |
| 2024 | -0.002 | -0.002 | 0.026 | -0.015 |
| 2023 | 0.009 | -0.004 | -0.020 | 0.043 |
| 2022 | -0.001 | -0.009 | -0.018 | -0.015 |
| 2021 | 0.001 | -0.013 | -0.002 | -0.005 |
| 2020 | 0.009 | 0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.013 |
| 5 years | -0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.