Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.040 | 0 | — |
| 1 year | 0.040 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.101 | — |
| 2022 | -0.123 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.035 | 0.028 | — |
| 2024 | 0.045 | 0.006 | 0.027 | -0.007 |
| 2023 | 0.032 | 0.015 | -0.034 | 0.088 |
| 2022 | -0.037 | -0.066 | -0.035 | 0.010 |
| 2021 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.066 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.