Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | — |
| 1 month | -0.020 | 0 | — |
| 3 months | 0.018 | 0 | — |
| 1 year | -0.047 | 0 | — |
| 3 years | 0.112 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.176 | — |
| 2022 | -0.174 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.087 | 0.028 | 0.041 | — |
| 2024 | 0.116 | 0.030 | 0.019 | 0.069 |
| 2023 | 0.031 | 0.066 | 0.004 | 0.067 |
| 2022 | -0.047 | -0.134 | 0.033 | -0.031 |
| 2021 | 0.068 | 0.053 | 0.129 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.112 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.