Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.229 | 0 | 62 |
| 1 month | -0.008 | 0 | 70 |
| 3 months | 0.049 | 0 | 52 |
| 1 year | 0.224 | 0 | 58 |
| 3 years | 0.164 | 0 | 66 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.194 | — |
| 2022 | -0.173 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.111 | 0.078 | — |
| 2024 | 0.102 | -0.040 | 0.055 | -0.038 |
| 2023 | 0.060 | 0.062 | -0.018 | 0.080 |
| 2022 | -0.068 | -0.148 | -0.078 | 0.130 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.224 |
| 3 years | 0.164 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.