Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 8 |
| 1 month | 0.022 | 0 | 2 |
| 3 months | 0.052 | 0 | 50 |
| 1 year | 0.070 | 0 | 9 |
| 3 years | 0.084 | 0 | 35 |
| 5 years | 0.103 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.055 | — |
| 2022 | -0.013 | — |
| 2021 | 0.236 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | -0.020 | 0.045 | — |
| 2024 | 0.061 | 0.014 | 0.046 | 0.043 |
| 2023 | 0.006 | 0.008 | -0.006 | 0.047 |
| 2022 | 0.013 | -0.031 | -0.012 | 0.019 |
| 2021 | 0.093 | 0.035 | 0.008 | 0.083 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.084 |
| 5 years | 0.103 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.