Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.122 | 0 | 52 |
| 1 month | -0.022 | 0 | 89 |
| 3 months | 0.070 | 0 | 18 |
| 1 year | 0.143 | 0 | 28 |
| 3 years | 0.198 | 0 | 3 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.279 | — |
| 2022 | -0.248 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | 0.095 | 0.092 | — |
| 2024 | 0.113 | 0.057 | 0.014 | 0.073 |
| 2023 | 0.119 | 0.063 | -0.012 | 0.089 |
| 2022 | -0.113 | -0.163 | -0.003 | 0.017 |
| 2021 | 0.067 | 0.009 | 0.055 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.198 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.