Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.127 | 0 | 45 |
| 1 month | -0.019 | 0 | 98 |
| 3 months | 0.035 | 0 | 49 |
| 1 year | 0.115 | 0 | 31 |
| 3 years | 0.127 | 0 | 8 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.138 | — |
| 2022 | -0.155 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.098 | 0.054 | — |
| 2024 | 0.060 | 0.034 | 0.036 | 0.001 |
| 2023 | 0.067 | 0.024 | -0.043 | 0.089 |
| 2022 | -0.061 | -0.114 | -0.038 | 0.056 |
| 2021 | 0.007 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.127 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.