Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | — |
| 1 month | 0.016 | 0 | — |
| 3 months | 0.078 | 0 | — |
| 1 year | 0.067 | 0 | — |
| 3 years | 0.221 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.231 | — |
| 2023 | 0.426 | — |
| 2022 | 0.024 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.097 | 0.149 | -0.044 | — |
| 2024 | 0.039 | 0.170 | 0.070 | -0.054 |
| 2023 | -0.047 | 0.178 | 0.128 | 0.125 |
| 2022 | -0.038 | -0.099 | 0.161 | 0.017 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.221 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.