Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 85 |
| 1 month | 0.003 | 0 | 61 |
| 3 months | 0.027 | 0 | 87 |
| 1 year | 0.048 | 0 | 89 |
| 3 years | 0.055 | 0 | 98 |
| 5 years | 0.026 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.044 | — |
| 2022 | -0.083 | — |
| 2021 | 0.029 | — |
| 2020 | 0.047 | — |
| 2019 | 0.070 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.005 | 0.027 | — |
| 2024 | 0.025 | 0.007 | 0.047 | -0.001 |
| 2023 | 0.019 | -0.009 | -0.019 | 0.053 |
| 2022 | -0.039 | -0.058 | -0.013 | 0.026 |
| 2021 | -0.010 | 0.024 | -0.002 | 0.017 |
| 2020 | -0.069 | 0.068 | 0.018 | 0.035 |
| 2019 | 0.045 | 0.018 | 0.003 | 0.003 |
| 2018 | -0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.055 |
| 5 years | 0.026 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.