Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.187 | 0 | 70 |
| 1 month | -0.036 | 0 | 36 |
| 3 months | 0.007 | 0 | 80 |
| 1 year | 0.154 | 0 | 75 |
| 3 years | 0.029 | 0 | 98 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.116 | — |
| 2023 | 0.111 | — |
| 2022 | -0.231 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.122 | 0.110 | — |
| 2024 | -0.033 | -0.038 | 0.025 | -0.073 |
| 2023 | 0.146 | 0.025 | -0.100 | 0.050 |
| 2022 | -0.116 | -0.175 | -0.039 | 0.098 |
| 2021 | 0.054 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.154 |
| 3 years | 0.029 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.