Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.238 | 0 | 28 |
| 1 month | 0.026 | 0 | 57 |
| 3 months | 0.076 | 0 | 30 |
| 1 year | 0.196 | 0 | 29 |
| 3 years | 0.150 | 0 | 25 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.184 | — |
| 2023 | 0.092 | — |
| 2022 | -0.080 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | 0.086 | 0.104 | — |
| 2024 | 0.063 | -0.013 | 0.101 | 0.026 |
| 2023 | 0.039 | 0.009 | -0.030 | 0.075 |
| 2022 | 0.032 | -0.138 | -0.016 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.196 |
| 3 years | 0.150 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.