Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.128 | 0 | 66 |
| 1 month | -0.013 | 0 | 80 |
| 3 months | 0.047 | 0 | 11 |
| 1 year | 0.133 | 0 | 49 |
| 3 years | 0.125 | 0 | 22 |
| 5 years | 0.093 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.084 | — |
| 2022 | -0.076 | — |
| 2021 | 0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.082 | 0.042 | — |
| 2024 | 0.085 | 0.028 | 0.009 | 0.029 |
| 2023 | 0.032 | 0.014 | 0.001 | 0.034 |
| 2022 | -0.050 | -0.033 | 0.008 | -0.003 |
| 2021 | 0.057 | 0.040 | 0.003 | 0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.102 |
| 5 years | 0.079 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.