Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 94 |
| 1 month | -0.002 | 0 | 71 |
| 3 months | 0.037 | 0 | 44 |
| 1 year | 0.049 | 0 | 91 |
| 3 years | 0.101 | 0 | 42 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.151 | — |
| 2022 | -0.141 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.021 | 0.045 | — |
| 2024 | 0.072 | 0.013 | 0.027 | 0.027 |
| 2023 | 0.040 | 0.027 | 0 | 0.078 |
| 2022 | -0.062 | -0.087 | -0.017 | 0.020 |
| 2021 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.090 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.