Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.166 | 0 | 14 |
| 1 month | 0.008 | 0 | 17 |
| 3 months | 0.083 | 0 | 1 |
| 1 year | 0.163 | 0 | 13 |
| 3 years | 0.178 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.253 | — |
| 2022 | -0.011 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | -0.002 | 0.055 | — |
| 2024 | 0.055 | 0.003 | 0.055 | -0.002 |
| 2023 | 0.082 | 0.028 | 0.018 | 0.107 |
| 2022 | 0.094 | -0.093 | -0.064 | 0.065 |
| 2021 | 0.074 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.163 |
| 3 years | 0.178 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.