Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | — |
| 1 month | 0.021 | 0 | — |
| 3 months | -0.018 | 0 | — |
| 1 year | -0.078 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.075 | — |
| 2023 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | 0.031 | 0.031 | — |
| 2024 | 0.065 | -0.049 | 0.070 | -0.008 |
| 2023 | 0.040 | -0.053 | 0.139 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.078 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.