Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.197 | 0 | 2 |
| 1 month | -0.037 | 0 | 100 |
| 3 months | 0.083 | 0 | 3 |
| 1 year | 0.171 | 0 | 2 |
| 3 years | 0.084 | 0 | 57 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.035 | — |
| 2022 | -0.157 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | 0.086 | 0.164 | — |
| 2024 | 0.052 | -0.006 | 0.025 | 0.023 |
| 2023 | 0.027 | 0.016 | -0.066 | 0.062 |
| 2022 | -0.044 | -0.126 | -0.003 | 0.011 |
| 2021 | 0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.171 |
| 3 years | 0.084 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.