Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.142 | 0 | 36 |
| 1 month | -0.008 | 0 | 62 |
| 3 months | 0.015 | 0 | 83 |
| 1 year | 0.161 | 0 | 40 |
| 3 years | 0.158 | 0 | 33 |
| 5 years | 0.089 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.231 | — |
| 2022 | -0.101 | — |
| 2021 | 0.085 | — |
| 2020 | 0.100 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | 0.051 | 0.045 | — |
| 2024 | 0.094 | -0.040 | 0.041 | 0.038 |
| 2023 | 0.059 | 0.064 | 0.030 | 0.061 |
| 2022 | -0.074 | -0.065 | 0.040 | -0.001 |
| 2021 | 0.061 | -0.031 | 0.074 | -0.017 |
| 2020 | -0.145 | 0.141 | 0.093 | 0.032 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.138 |
| 5 years | 0.078 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.