Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 29 |
| 1 month | 0.000 | 0 | 80 |
| 3 months | 0.054 | 0 | 11 |
| 1 year | 0.093 | 0 | 37 |
| 3 years | 0.110 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.123 | — |
| 2022 | -0.146 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | 0.036 | 0.061 | — |
| 2024 | 0.051 | 0.012 | 0.047 | 0.023 |
| 2023 | 0.048 | 0.017 | -0.028 | 0.085 |
| 2022 | -0.067 | -0.106 | -0.014 | 0.039 |
| 2021 | 0.003 | 0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.110 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.