Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.015 | 0 | — |
| 1 year | -0.040 | 0 | — |
| 3 years | 0.020 | 0 | — |
| 5 years | -0.038 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.018 | — |
| 2023 | 0.112 | — |
| 2022 | -0.213 | — |
| 2021 | -0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.056 | -0.015 | — |
| 2024 | -0.032 | 0.025 | 0.043 | -0.052 |
| 2023 | 0.030 | -0.024 | -0.030 | 0.141 |
| 2022 | -0.105 | -0.096 | -0.036 | 0.009 |
| 2021 | -0.037 | 0.002 | -0.010 | -0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | 0.013 |
| 5 years | -0.041 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.