Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.215 | 0 | 21 |
| 1 month | 0.009 | 0 | 19 |
| 3 months | 0.062 | 0 | 15 |
| 1 year | 0.192 | 0 | 18 |
| 3 years | 0.175 | 0 | 36 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.184 | — |
| 2022 | -0.182 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.113 | 0.087 | — |
| 2024 | 0.071 | 0.012 | 0.048 | 0.002 |
| 2023 | 0.041 | 0.052 | -0.017 | 0.100 |
| 2022 | -0.053 | -0.174 | -0.064 | 0.116 |
| 2021 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.152 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.