Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 54 |
| 1 month | -0.018 | 0 | 63 |
| 3 months | 0.031 | 0 | 62 |
| 1 year | 0.007 | 0 | 60 |
| 3 years | 0.031 | 0 | 66 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.014 | — |
| 2022 | -0.234 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | 0.017 | 0.062 | — |
| 2024 | 0.061 | -0.016 | 0.052 | 0 |
| 2023 | 0.052 | 0.001 | -0.100 | 0.070 |
| 2022 | -0.115 | -0.147 | 0.012 | 0.002 |
| 2021 | 0.050 | 0.019 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.011 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.