Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 51 |
| 1 month | -0.045 | 0 | 98 |
| 3 months | -0.014 | 0 | 80 |
| 1 year | -0.006 | 0 | 58 |
| 3 years | 0.009 | 0 | 90 |
| 5 years | -0.099 | 0 | 99 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.023 | — |
| 2023 | 0.015 | — |
| 2022 | -0.384 | — |
| 2021 | -0.155 | — |
| 2020 | 0.648 | — |
| 2019 | 0.385 | — |
| 2018 | 0.042 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.138 | 0.106 | 0.124 | — |
| 2024 | -0.078 | -0.014 | 0.046 | 0.074 |
| 2023 | 0.005 | 0.008 | -0.102 | 0.115 |
| 2022 | -0.151 | -0.232 | 0.014 | -0.068 |
| 2021 | -0.043 | 0.091 | -0.124 | -0.076 |
| 2020 | -0.114 | 0.405 | 0.127 | 0.174 |
| 2019 | 0.256 | 0.033 | -0.035 | 0.107 |
| 2018 | 0.045 | 0.163 | 0.074 | -0.201 |
| 2017 | 0.085 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.009 |
| 5 years | -0.099 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.