Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 22 |
| 1 month | 0.000 | 0 | 21 |
| 3 months | 0.019 | 0 | 52 |
| 1 year | -0.031 | 0 | 17 |
| 3 years | 0.021 | 0 | 7 |
| 5 years | 0.012 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | -0.023 | — |
| 2022 | -0.041 | — |
| 2021 | 0.072 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | -0.056 | 0.011 | — |
| 2024 | 0.032 | 0.020 | 0.004 | 0.053 |
| 2023 | 0.001 | -0.031 | 0.013 | -0.005 |
| 2022 | -0.017 | 0.000 | 0.012 | -0.035 |
| 2021 | 0.043 | -0.007 | 0.023 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | 0.021 |
| 5 years | 0.012 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.