Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 99 |
| 1 month | -0.007 | 0 | 96 |
| 3 months | 0.000 | 0 | 95 |
| 1 year | -0.037 | 0 | 99 |
| 3 years | -0.025 | 0 | 99 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.053 | — |
| 2023 | -0.009 | — |
| 2022 | -0.090 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | -0.012 | 0.008 | — |
| 2024 | -0.023 | -0.019 | 0.028 | -0.039 |
| 2023 | -0.004 | -0.012 | -0.040 | 0.049 |
| 2022 | -0.034 | -0.047 | -0.025 | 0.013 |
| 2021 | -0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | -0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.