Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.126 | 0 | 17 |
| 1 month | -0.005 | 0 | 32 |
| 3 months | 0.032 | 0 | 61 |
| 1 year | 0.106 | 0 | 15 |
| 3 years | 0.049 | 0 | 51 |
| 5 years | 0.024 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.023 | — |
| 2023 | 0.094 | — |
| 2022 | -0.226 | — |
| 2021 | 0.163 | — |
| 2020 | 0.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.074 | 0.019 | — |
| 2024 | -0.027 | -0.015 | 0.083 | -0.058 |
| 2023 | 0.045 | -0.011 | -0.057 | 0.124 |
| 2022 | -0.076 | -0.131 | -0.091 | 0.061 |
| 2021 | 0.044 | 0.049 | -0.009 | 0.072 |
| 2020 | -0.211 | 0.119 | 0.064 | 0.106 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.049 |
| 5 years | 0.024 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.