Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.135 | 0 | — |
| 1 month | 0.009 | 0 | — |
| 3 months | 0.041 | 0 | — |
| 1 year | 0.106 | 0 | — |
| 3 years | 0.171 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.157 | — |
| 2023 | 0.282 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.087 | 0.046 | — |
| 2024 | 0.120 | 0.001 | 0.034 | -0.002 |
| 2023 | 0.094 | 0.081 | -0.024 | 0.111 |
| 2022 | -0.153 | -0.061 | 0.079 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.171 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.