Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.130 | 0 | — |
| 1 month | -0.079 | 0 | — |
| 3 months | -0.034 | 0 | — |
| 1 year | 0.103 | 0 | — |
| 3 years | 0.223 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.239 | — |
| 2023 | 0.349 | — |
| 2022 | -0.490 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | 0.188 | 0.098 | — |
| 2024 | 0.091 | 0.035 | 0.039 | 0.056 |
| 2023 | 0.161 | 0.075 | -0.080 | 0.174 |
| 2022 | -0.215 | -0.309 | -0.055 | -0.006 |
| 2021 | -0.070 | -0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.202 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.