Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 40 |
| 1 month | 0.002 | 0 | 10 |
| 3 months | 0.007 | 0 | 98 |
| 1 year | 0.024 | 0 | 44 |
| 3 years | 0.034 | 0 | 56 |
| 5 years | 0.005 | 0 | 49 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.045 | — |
| 2022 | -0.080 | — |
| 2021 | -0.003 | — |
| 2020 | 0.047 | — |
| 2019 | 0.044 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.006 | 0.009 | — |
| 2024 | 0.004 | 0.003 | 0.030 | -0.007 |
| 2023 | 0.017 | -0.004 | -0.012 | 0.044 |
| 2022 | -0.038 | -0.048 | -0.013 | 0.018 |
| 2021 | -0.016 | 0.021 | -0.004 | -0.004 |
| 2020 | -0.055 | 0.064 | 0.021 | 0.020 |
| 2019 | 0.033 | 0.002 | 0.008 | 0.000 |
| 2018 | 0.010 | -0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.034 |
| 5 years | 0.005 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.