Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | 0.007 | 0 | — |
| 1 year | 0.036 | 0 | — |
| 3 years | 0.041 | 0 | — |
| 5 years | 0.053 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.038 | — |
| 2022 | 0.039 | — |
| 2021 | 0.094 | — |
| 2020 | 0.005 | — |
| 2019 | 0.030 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.003 | 0.014 | — |
| 2024 | 0.018 | 0.016 | 0.005 | 0.009 |
| 2023 | 0.021 | 0.016 | 0.004 | -0.003 |
| 2022 | 0.043 | -0.034 | 0.011 | 0.020 |
| 2021 | 0.030 | 0.008 | 0.029 | 0.023 |
| 2020 | -0.054 | 0.029 | 0.015 | 0.017 |
| 2019 | 0.005 | 0.005 | 0.007 | 0.012 |
| 2018 | -0.016 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.041 |
| 5 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.