Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.194 | 0 | 61 |
| 1 month | -0.001 | 0 | 54 |
| 3 months | 0.056 | 0 | 54 |
| 1 year | 0.182 | 0 | 60 |
| 3 years | 0.114 | 0 | 63 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.092 | — |
| 2022 | -0.042 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | 0.052 | 0.053 | — |
| 2024 | 0.033 | 0.029 | 0.021 | -0.012 |
| 2023 | 0.047 | -0.012 | 0.013 | 0.042 |
| 2022 | -0.009 | -0.065 | -0.045 | 0.082 |
| 2021 | 0.061 | 0.015 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.182 |
| 3 years | 0.114 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.