Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.103 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.071 | 0 | — |
| 1 year | 0.078 | 0 | — |
| 3 years | 0.132 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.211 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.091 | -0.029 | — |
| 2024 | 0.047 | 0.095 | 0.078 | -0.088 |
| 2023 | -0.058 | 0.115 | 0.028 | 0.121 |
| 2022 | -0.094 | 0.099 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.132 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.