Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.125 | 0 | 15 |
| 1 month | 0.057 | 0 | 1 |
| 3 months | 0.094 | 0 | 1 |
| 1 year | 0.143 | 0 | 14 |
| 3 years | 0.046 | 0 | 69 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.013 | — |
| 2023 | 0.034 | — |
| 2022 | 0.146 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | -0.060 | 0.050 | — |
| 2024 | 0.036 | 0.016 | -0.031 | -0.032 |
| 2023 | -0.019 | -0.004 | 0.071 | -0.012 |
| 2022 | 0.077 | 0.069 | -0.025 | 0.021 |
| 2021 | -0.015 | 0.049 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.