Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.140 | 0 | 9 |
| 1 month | -0.030 | 0 | 96 |
| 3 months | 0.054 | 0 | 34 |
| 1 year | 0.132 | 0 | 11 |
| 3 years | 0.130 | 0 | 10 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.167 | — |
| 2022 | -0.219 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | 0.081 | 0.086 | — |
| 2024 | 0.075 | 0.052 | 0.020 | -0.025 |
| 2023 | 0.103 | 0.030 | -0.039 | 0.069 |
| 2022 | -0.077 | -0.106 | -0.075 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.107 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.