Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | 0.023 | 0 | — |
| 1 year | 0.015 | 0 | — |
| 3 years | 0.082 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.139 | — |
| 2022 | -0.122 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | 0.005 | 0.014 | — |
| 2024 | 0.055 | 0.019 | 0.017 | 0.031 |
| 2023 | 0.035 | 0.036 | -0.001 | 0.063 |
| 2022 | -0.020 | -0.072 | -0.029 | -0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.