Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.032 | — |
| 2022 | 0.035 | — |
| 2021 | 0.046 | — |
| 2020 | 0.045 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0 | 0 | — |
| 2024 | 0 | 0 | 0 | 0.047 |
| 2023 | -0.023 | 0.033 | 0 | 0.023 |
| 2022 | 0.011 | 0 | 0.032 | -0.009 |
| 2021 | 0.012 | 0.309 | -0.211 | 0 |
| 2020 | 0.012 | 0 | 0.032 | 0 |
| 2019 | 0 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.015 |
| 5 years | 0.027 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.