Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.199 | 0 | 16 |
| 1 month | -0.007 | 0 | 31 |
| 3 months | 0.046 | 0 | 57 |
| 1 year | 0.176 | 0 | 13 |
| 3 years | 0.063 | 0 | 41 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.056 | — |
| 2023 | 0.079 | — |
| 2022 | -0.174 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | 0.102 | 0.040 | — |
| 2024 | -0.038 | -0.021 | 0.066 | -0.059 |
| 2023 | 0.037 | -0.032 | -0.045 | 0.125 |
| 2022 | -0.068 | -0.113 | -0.071 | 0.075 |
| 2021 | 0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.176 |
| 3 years | 0.063 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.