Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.082 | 0 | — |
| 1 year | -0.067 | 0 | — |
| 3 years | 0.162 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.200 | — |
| 2023 | 0.402 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.143 | 0.129 | -0.065 | — |
| 2024 | 0.126 | 0.146 | 0.066 | -0.127 |
| 2023 | -0.060 | 0.164 | 0.089 | 0.177 |
| 2022 | -0.194 | 0.173 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | 0.162 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.