Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | 0.005 | 0 | — |
| 1 year | 0.039 | 0 | — |
| 3 years | 0.036 | 0 | — |
| 5 years | -0.014 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | -0.009 | — |
| 2022 | -0.120 | — |
| 2021 | -0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.017 | 0.008 | — |
| 2024 | 0.003 | 0.007 | 0.043 | -0.027 |
| 2023 | 0.013 | -0.034 | -0.027 | 0.040 |
| 2022 | -0.042 | -0.066 | -0.058 | 0.045 |
| 2021 | -0.005 | 0.002 | -0.004 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.036 |
| 5 years | -0.014 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.