Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.109 | 0 | 18 |
| 1 month | 0.004 | 0 | 37 |
| 3 months | 0.039 | 0 | 9 |
| 1 year | 0.092 | 0 | 21 |
| 3 years | 0.077 | 0 | 34 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.083 | — |
| 2022 | -0.179 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | 0.031 | 0.036 | — |
| 2024 | 0.022 | 0.003 | 0.039 | -0.028 |
| 2023 | 0.040 | -0.002 | -0.011 | 0.055 |
| 2022 | -0.065 | -0.109 | -0.048 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.