Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | 0.026 | 0 | — |
| 3 years | 0.051 | 0 | — |
| 5 years | 0.025 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.083 | — |
| 2022 | -0.098 | — |
| 2021 | 0.047 | — |
| 2020 | 0.022 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.023 | 0.015 | — |
| 2024 | 0.022 | -0.005 | 0.047 | -0.009 |
| 2023 | 0.024 | 0.006 | -0.012 | 0.063 |
| 2022 | -0.035 | -0.055 | -0.048 | 0.039 |
| 2021 | 0.020 | 0.011 | -0.005 | 0.022 |
| 2020 | -0.108 | 0.087 | 0.017 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.051 |
| 5 years | 0.024 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.