Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.222 | 0 | — |
| 1 month | -0.043 | 0 | — |
| 3 months | 0.049 | 0 | — |
| 1 year | 0.218 | 0 | — |
| 3 years | 0.073 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | -0.059 | — |
| 2022 | -0.226 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.082 | 0.143 | — |
| 2024 | 0.005 | 0.053 | 0.095 | -0.068 |
| 2023 | 0.014 | -0.055 | -0.068 | 0.055 |
| 2022 | -0.091 | -0.069 | -0.177 | 0.113 |
| 2021 | -0.102 | -0.020 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.044 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.