Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.288 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | 0.085 | 0 | — |
| 1 year | 0.215 | 0 | — |
| 3 years | 0.077 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.096 | — |
| 2023 | 0.112 | — |
| 2022 | -0.208 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | 0.184 | 0.140 | — |
| 2024 | -0.029 | -0.013 | 0.068 | -0.116 |
| 2023 | 0.105 | 0.020 | -0.124 | 0.125 |
| 2022 | -0.104 | -0.205 | -0.021 | 0.136 |
| 2021 | 0.034 | 0.005 | 0.065 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.215 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.