Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 68 |
| 1 month | -0.004 | 0 | 69 |
| 3 months | 0.046 | 0 | 25 |
| 1 year | 0.032 | 0 | 72 |
| 3 years | 0.109 | 0 | 10 |
| 5 years | 0.061 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.171 | — |
| 2023 | 0.161 | — |
| 2022 | -0.202 | — |
| 2021 | 0.184 | — |
| 2020 | 0.038 | — |
| 2019 | 0.283 | — |
| 2018 | -0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.026 | 0.046 | — |
| 2024 | 0.096 | 0.032 | 0.003 | 0.031 |
| 2023 | 0.041 | 0.045 | -0.014 | 0.082 |
| 2022 | -0.092 | -0.097 | -0.018 | -0.008 |
| 2021 | 0.011 | 0.062 | 0.019 | 0.082 |
| 2020 | -0.081 | 0.080 | 0.029 | 0.017 |
| 2019 | 0.137 | 0.039 | 0.046 | 0.038 |
| 2018 | -0.055 | 0.057 | 0.051 | -0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.089 |
| 5 years | 0.049 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.