Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.190 | 0 | 36 |
| 1 month | -0.002 | 0 | 41 |
| 3 months | 0.100 | 0 | 8 |
| 1 year | 0.192 | 0 | 26 |
| 3 years | 0.229 | 0 | 7 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.325 | — |
| 2022 | -0.259 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | 0.120 | 0.098 | — |
| 2024 | 0.105 | 0.077 | 0.037 | 0.009 |
| 2023 | 0.121 | 0.104 | -0.035 | 0.110 |
| 2022 | -0.074 | -0.179 | -0.074 | 0.052 |
| 2021 | 0.000 | 0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.206 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.