Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 71 |
| 1 month | -0.003 | 0 | 50 |
| 3 months | 0.012 | 0 | 90 |
| 1 year | 0.110 | 0 | 79 |
| 3 years | 0.071 | 0 | 59 |
| 5 years | 0.063 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.039 | — |
| 2023 | 0.106 | — |
| 2022 | -0.141 | — |
| 2021 | 0.234 | — |
| 2020 | -0.035 | — |
| 2019 | 0.250 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | 0.045 | -0.002 | — |
| 2024 | 0.076 | -0.047 | 0.030 | -0.016 |
| 2023 | 0.068 | 0.027 | -0.047 | 0.059 |
| 2022 | -0.078 | -0.119 | -0.032 | 0.092 |
| 2021 | 0.061 | 0.072 | 0.019 | 0.065 |
| 2020 | -0.232 | 0.155 | 0.025 | 0.062 |
| 2019 | 0.098 | 0.072 | 0.026 | 0.036 |
| 2018 | 0.038 | -0.001 | -0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.071 |
| 5 years | 0.063 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.