Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.121 | 0 | 7 |
| 1 month | 0.012 | 0 | 15 |
| 3 months | 0.058 | 0 | 38 |
| 1 year | 0.107 | 0 | 10 |
| 3 years | 0.105 | 0 | 42 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.110 | — |
| 2022 | -0.157 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.028 | 0.051 | — |
| 2024 | 0.097 | 0.029 | 0.016 | -0.007 |
| 2023 | 0.063 | 0.035 | -0.027 | 0.038 |
| 2022 | -0.045 | -0.117 | -0.050 | 0.052 |
| 2021 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.096 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.