Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 3 |
| 1 month | 0.003 | 0 | 14 |
| 3 months | 0.032 | 0 | 1 |
| 1 year | 0.078 | 0 | 3 |
| 3 years | 0.076 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.068 | — |
| 2023 | 0.084 | — |
| 2022 | -0.139 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.029 | 0.029 | — |
| 2024 | 0.015 | 0.004 | 0.049 | -0.002 |
| 2023 | 0.004 | 0.016 | -0.004 | 0.067 |
| 2022 | -0.053 | -0.116 | -0.029 | 0.059 |
| 2021 | -0.005 | -0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.076 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.