Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 24 |
| 1 month | 0.011 | 0 | 49 |
| 3 months | 0.077 | 0 | 23 |
| 1 year | 0.064 | 0 | 20 |
| 3 years | 0.236 | 0 | 22 |
| 5 years | 0.252 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.288 | — |
| 2023 | 0.434 | — |
| 2022 | 0.021 | — |
| 2021 | 0.503 | — |
| 2020 | 0.187 | — |
| 2019 | 0.019 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | 0.159 | -0.047 | — |
| 2024 | 0.061 | 0.169 | 0.081 | -0.039 |
| 2023 | -0.045 | 0.183 | 0.110 | 0.144 |
| 2022 | -0.021 | -0.114 | 0.169 | 0.007 |
| 2021 | 0.149 | 0.133 | 0.139 | 0.014 |
| 2020 | -0.306 | 0.218 | 0.154 | 0.218 |
| 2019 | 0.027 | -0.008 | -0.066 | 0.071 |
| 2018 | -0.014 | -0.070 | 0.024 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.236 |
| 5 years | 0.252 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.