Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | 64 |
| 1 month | -0.013 | 0 | 80 |
| 3 months | 0.048 | 0 | 10 |
| 1 year | 0.139 | 0 | 47 |
| 3 years | 0.130 | 0 | 20 |
| 5 years | 0.097 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.090 | — |
| 2022 | -0.072 | — |
| 2021 | 0.158 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | 0.083 | 0.043 | — |
| 2024 | 0.084 | 0.030 | 0.012 | 0.030 |
| 2023 | 0.034 | 0.015 | 0.003 | 0.035 |
| 2022 | -0.048 | -0.032 | 0.010 | -0.002 |
| 2021 | 0.058 | 0.041 | 0.004 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.107 |
| 5 years | 0.083 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.