Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.105 | 0 | 32 |
| 1 month | -0.001 | 0 | 80 |
| 3 months | 0.054 | 0 | 12 |
| 1 year | 0.091 | 0 | 40 |
| 3 years | 0.108 | 0 | 17 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.136 | — |
| 2023 | 0.121 | — |
| 2022 | -0.149 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.036 | 0.060 | — |
| 2024 | 0.050 | 0.012 | 0.046 | 0.023 |
| 2023 | 0.047 | 0.016 | -0.029 | 0.084 |
| 2022 | -0.068 | -0.107 | -0.015 | 0.038 |
| 2021 | 0.003 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.108 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.