Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.129 | 0 | 41 |
| 1 month | -0.001 | 0 | 68 |
| 3 months | 0.039 | 0 | 36 |
| 1 year | 0.110 | 0 | 38 |
| 3 years | 0.107 | 0 | 33 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.113 | — |
| 2022 | -0.173 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.055 | 0.050 | — |
| 2024 | 0.034 | 0.016 | 0.054 | -0.026 |
| 2023 | 0.050 | 0.014 | -0.025 | 0.072 |
| 2022 | -0.057 | -0.110 | -0.067 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.107 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.