Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 49 |
| 1 month | 0.002 | 0 | 59 |
| 3 months | 0.018 | 0 | 60 |
| 1 year | 0.035 | 0 | 40 |
| 3 years | 0.041 | 0 | 39 |
| 5 years | 0.008 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.048 | — |
| 2022 | -0.128 | — |
| 2021 | 0.024 | — |
| 2020 | 0.024 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.003 | 0.015 | — |
| 2024 | 0.025 | 0.007 | 0.022 | 0.007 |
| 2023 | 0.017 | 0.005 | -0.008 | 0.034 |
| 2022 | -0.046 | -0.064 | -0.034 | 0.011 |
| 2021 | 0.005 | 0.020 | -0.007 | 0.006 |
| 2020 | -0.051 | 0.039 | 0.017 | 0.022 |
| 2019 | 0.012 | 0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.025 |
| 5 years | -0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.