Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 59 |
| 1 month | 0.008 | 0 | 19 |
| 3 months | 0.026 | 0 | 3 |
| 1 year | 0.086 | 0 | 55 |
| 3 years | 0.090 | 0 | 23 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.097 | — |
| 2022 | -0.156 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.035 | 0.021 | — |
| 2024 | 0.025 | 0.006 | 0.046 | -0.008 |
| 2023 | 0.034 | 0.007 | -0.020 | 0.075 |
| 2022 | -0.076 | -0.092 | -0.033 | 0.039 |
| 2021 | -0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.