Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.533 | 0 | — |
| 1 month | 0.127 | 0 | — |
| 3 months | 0.383 | 0 | — |
| 1 year | 0.392 | 0 | — |
| 3 years | 0.199 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.000 | — |
| 2023 | 0.154 | — |
| 2022 | -0.140 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | 0.049 | 0.265 | — |
| 2024 | 0.041 | 0.010 | 0.030 | -0.076 |
| 2023 | -0.039 | 0.066 | -0.047 | 0.182 |
| 2022 | -0.172 | -0.091 | 0.098 | 0.041 |
| 2021 | 0.003 | -0.053 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.337 |
| 3 years | 0.183 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.