Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | -0.088 | 0 | — |
| 1 year | -0.162 | 0 | — |
| 3 years | 0.006 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.043 | — |
| 2023 | 0.170 | — |
| 2022 | -0.177 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | -0.033 | 0.022 | — |
| 2024 | 0.038 | -0.069 | 0.110 | -0.108 |
| 2023 | 0.021 | 0.050 | -0.035 | 0.130 |
| 2022 | -0.063 | -0.143 | -0.084 | 0.121 |
| 2021 | -0.005 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.196 |
| 3 years | -0.007 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.