Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.857 | 0 | 27 |
| 1 month | 0.100 | 0 | 26 |
| 3 months | 0.371 | 0 | 33 |
| 1 year | 0.789 | 0 | 25 |
| 3 years | 0.361 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.075 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.162 | 0.057 | 0.321 | — |
| 2024 | 0.006 | 0.183 | 0.025 | -0.050 |
| 2023 | 0.054 | -0.045 | 0.042 | 0.024 |
| 2022 | -0.110 | -0.046 | 0.192 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.789 |
| 3 years | 0.361 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.