Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 94 |
| 1 month | -0.019 | 0 | 88 |
| 3 months | 0.022 | 0 | 94 |
| 1 year | 0.021 | 0 | 94 |
| 3 years | 0.107 | 0 | 76 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.218 | — |
| 2023 | 0.107 | — |
| 2022 | -0.197 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.055 | 0.036 | — |
| 2024 | 0.132 | 0.037 | 0.039 | -0.001 |
| 2023 | 0.041 | 0.016 | -0.056 | 0.109 |
| 2022 | -0.148 | -0.137 | 0.006 | 0.085 |
| 2021 | 0.019 | 0.026 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.107 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.