Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.078 | 0 | 26 |
| 1 month | 0.006 | 0 | 8 |
| 3 months | 0.021 | 0 | 18 |
| 1 year | 0.068 | 0 | 41 |
| 3 years | 0.055 | 0 | 82 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.049 | — |
| 2022 | -0.075 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.017 | 0.020 | — |
| 2024 | 0.008 | 0.004 | 0.040 | -0.016 |
| 2023 | 0.017 | -0.006 | -0.009 | 0.048 |
| 2022 | -0.028 | -0.053 | -0.024 | 0.029 |
| 2021 | 0.001 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.055 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.