Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 6 |
| 1 month | -0.002 | 0 | 93 |
| 3 months | 0.004 | 0 | 70 |
| 1 year | 0.048 | 0 | 2 |
| 3 years | 0.053 | 0 | 3 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.042 | — |
| 2022 | -0.025 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.015 | 0.019 | — |
| 2024 | 0.009 | 0.010 | 0.032 | 0.021 |
| 2023 | -0.014 | 0.010 | 0.018 | 0.028 |
| 2022 | -0.016 | -0.037 | 0.005 | 0.024 |
| 2021 | -0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.