Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 85 |
| 1 month | 0.004 | 0 | 51 |
| 3 months | 0.018 | 0 | 18 |
| 1 year | 0.057 | 0 | 85 |
| 3 years | 0.025 | 0 | 97 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.005 | — |
| 2023 | 0.016 | — |
| 2022 | 0.051 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.014 | 0.019 | — |
| 2024 | -0.003 | -0.006 | 0.022 | -0.017 |
| 2023 | -0.017 | 0.001 | 0.000 | 0.033 |
| 2022 | 0.007 | -0.005 | 0.036 | 0.012 |
| 2021 | -0.007 | -0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.015 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.