Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 39 |
| 1 month | -0.008 | 0 | 72 |
| 3 months | 0.079 | 0 | 8 |
| 1 year | 0.073 | 0 | 28 |
| 3 years | 0.156 | 0 | 9 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.286 | — |
| 2023 | 0.216 | — |
| 2022 | -0.170 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.080 | 0.039 | 0.077 | — |
| 2024 | 0.118 | 0.038 | 0.021 | 0.085 |
| 2023 | 0.066 | 0.073 | -0.005 | 0.068 |
| 2022 | -0.063 | -0.115 | 0.000 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | 0.155 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.