Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.026 | 0 | — |
| 3 years | 0.045 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.052 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.020 | 0.014 | — |
| 2024 | 0.029 | 0.002 | 0.035 | -0.019 |
| 2023 | 0.016 | 0.002 | -0.020 | 0.055 |
| 2022 | -0.058 | -0.019 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.027 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.