Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.094 | 0 | 56 |
| 1 month | 0.034 | 0 | 1 |
| 3 months | 0.113 | 0 | 3 |
| 1 year | 0.038 | 0 | 62 |
| 3 years | 0.077 | 0 | 55 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.131 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | 0.021 | 0.091 | — |
| 2024 | 0.105 | -0.032 | -0.032 | 0.027 |
| 2023 | 0.041 | 0.011 | -0.017 | 0.093 |
| 2022 | -0.151 | 0.046 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.