Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.183 | 0 | 53 |
| 1 month | 0.004 | 0 | 91 |
| 3 months | 0.059 | 0 | 10 |
| 1 year | 0.161 | 0 | 42 |
| 3 years | 0.119 | 0 | 68 |
| 5 years | 0.081 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.120 | — |
| 2022 | -0.123 | — |
| 2021 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.078 | 0.064 | — |
| 2024 | 0.029 | 0.020 | 0.062 | -0.043 |
| 2023 | 0.034 | 0.034 | -0.043 | 0.096 |
| 2022 | -0.030 | -0.125 | -0.085 | 0.130 |
| 2021 | 0.054 | 0.053 | -0.025 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.100 |
| 5 years | 0.070 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.