Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.272 | 0 | 17 |
| 1 month | 0.040 | 0 | 5 |
| 3 months | 0.074 | 0 | 7 |
| 1 year | 0.189 | 0 | 22 |
| 3 years | 0.086 | 0 | 50 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.017 | — |
| 2023 | 0.031 | — |
| 2022 | -0.065 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.092 | 0.087 | 0.018 | — |
| 2024 | -0.017 | -0.010 | 0.154 | -0.095 |
| 2023 | 0.021 | 0.001 | -0.110 | 0.134 |
| 2022 | 0.057 | -0.061 | -0.134 | 0.088 |
| 2021 | 0.022 | 0.078 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.189 |
| 3 years | 0.086 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.