Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.157 | 0 | 29 |
| 1 month | -0.004 | 0 | 83 |
| 3 months | 0.046 | 0 | 46 |
| 1 year | 0.153 | 0 | 28 |
| 3 years | 0.109 | 0 | 44 |
| 5 years | 0.099 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.140 | — |
| 2022 | -0.081 | — |
| 2021 | 0.219 | — |
| 2020 | -0.030 | — |
| 2019 | 0.186 | — |
| 2018 | -0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.044 | 0.034 | 0.050 | — |
| 2024 | 0.062 | 0.032 | 0.013 | -0.039 |
| 2023 | 0.095 | 0.005 | -0.024 | 0.062 |
| 2022 | -0.046 | -0.093 | -0.048 | 0.116 |
| 2021 | 0.103 | 0.043 | 0.003 | 0.057 |
| 2020 | -0.254 | 0.140 | -0.006 | 0.148 |
| 2019 | 0.094 | 0.006 | 0.009 | 0.067 |
| 2018 | -0.044 | 0.011 | 0.003 | -0.120 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.090 |
| 5 years | 0.088 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.