Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 34 |
| 1 month | -0.005 | 0 | 55 |
| 3 months | 0.043 | 0 | 82 |
| 1 year | 0.007 | 0 | 71 |
| 3 years | 0.071 | 0 | 94 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.189 | — |
| 2023 | 0.067 | — |
| 2022 | -0.076 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.084 | 0.052 | 0.044 | — |
| 2024 | 0.089 | -0.007 | 0.042 | 0.055 |
| 2023 | 0.025 | 0.018 | -0.013 | 0.036 |
| 2022 | -0.017 | -0.085 | -0.018 | 0.046 |
| 2021 | 0.064 | 0.020 | 0.120 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.