Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.116 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | -0.037 | 0 | — |
| 1 year | -0.115 | 0 | — |
| 3 years | -0.001 | 0 | — |
| 5 years | 0.026 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2019 | — | — |
| 2018 | -0.042 | — |
| 2017 | 0.162 | — |
| 2016 | 0.099 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2019 | 0.075 | 0.036 | -0.012 | — |
| 2018 | -0.015 | -0.018 | 0.013 | -0.023 |
| 2017 | 0.068 | 0.033 | 0.018 | 0.035 |
| 2016 | 0.055 | 0.044 | 0.037 | -0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.054 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.