Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.201 | 0 | 29 |
| 1 month | 0.022 | 0 | 15 |
| 3 months | 0.061 | 0 | 53 |
| 1 year | 0.163 | 0 | 38 |
| 3 years | 0.130 | 0 | 29 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.140 | — |
| 2022 | -0.023 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | 0.027 | 0.081 | — |
| 2024 | 0.050 | 0.002 | 0.048 | -0.022 |
| 2023 | 0.064 | 0.017 | 0.035 | 0.018 |
| 2022 | 0.016 | -0.028 | -0.086 | 0.082 |
| 2021 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.163 |
| 3 years | 0.130 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.