Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 92 |
| 1 month | -0.071 | 0 | 79 |
| 3 months | -0.028 | 0 | 96 |
| 1 year | 0.030 | 0 | 90 |
| 3 years | 0.178 | 0 | 63 |
| 5 years | 0.057 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.178 | — |
| 2023 | 0.452 | — |
| 2022 | -0.385 | — |
| 2021 | 0.146 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.115 | 0.017 | — |
| 2024 | 0.097 | 0.138 | 0.023 | -0.078 |
| 2023 | 0.181 | 0.147 | -0.053 | 0.133 |
| 2022 | -0.108 | -0.268 | -0.074 | 0.018 |
| 2021 | 0.011 | 0.107 | -0.023 | 0.047 |
| 2020 | 0.252 | 0.150 | 0.120 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.178 |
| 5 years | 0.057 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.