Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | — |
| 1 month | -0.015 | 0 | — |
| 3 months | 0.028 | 0 | — |
| 1 year | -0.024 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.090 | — |
| 2022 | -0.100 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | 0.018 | 0.036 | — |
| 2024 | 0.073 | 0.001 | 0.020 | 0.034 |
| 2023 | 0.027 | 0.038 | -0.048 | 0.073 |
| 2022 | -0.014 | -0.058 | -0.025 | -0.006 |
| 2021 | -0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.052 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.