Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 61 |
| 1 month | 0.012 | 0 | 27 |
| 3 months | 0.035 | 0 | 64 |
| 1 year | 0.061 | 0 | 63 |
| 3 years | 0.077 | 0 | 35 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.081 | — |
| 2022 | -0.200 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | -0.011 | 0.023 | — |
| 2024 | 0.107 | 0.027 | 0.019 | -0.022 |
| 2023 | 0.051 | 0.028 | -0.025 | 0.026 |
| 2022 | -0.071 | -0.118 | -0.061 | 0.039 |
| 2021 | 0.076 | -0.026 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.067 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.