Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 69 |
| 1 month | -0.004 | 0 | 49 |
| 3 months | 0.014 | 0 | 11 |
| 1 year | 0.058 | 0 | 64 |
| 3 years | 0.048 | 0 | 82 |
| 5 years | -0.001 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.031 | — |
| 2022 | -0.066 | — |
| 2021 | -0.078 | — |
| 2020 | 0.041 | — |
| 2019 | 0.075 | — |
| 2018 | -0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.009 | 0.036 | — |
| 2024 | 0.019 | 0.012 | 0.018 | 0.000 |
| 2023 | 0.009 | 0.002 | -0.003 | 0.023 |
| 2022 | -0.029 | -0.014 | -0.030 | 0.005 |
| 2021 | -0.011 | -0.002 | -0.035 | -0.032 |
| 2020 | -0.045 | 0.057 | 0.014 | 0.017 |
| 2019 | 0.051 | 0.005 | 0 | 0.018 |
| 2018 | -0.005 | -0.010 | 0.010 | -0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.029 |
| 5 years | -0.013 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.