Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 34 |
| 1 month | 0.011 | 0 | 36 |
| 3 months | 0.078 | 0 | 34 |
| 1 year | 0.069 | 0 | 17 |
| 3 years | 0.238 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.297 | — |
| 2023 | 0.421 | — |
| 2022 | 0.005 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.071 | 0.098 | -0.009 | — |
| 2024 | 0.061 | 0.148 | 0.107 | -0.038 |
| 2023 | -0.020 | 0.172 | 0.084 | 0.141 |
| 2022 | -0.041 | -0.097 | 0.112 | 0.044 |
| 2021 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.238 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.