Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.133 | 0 | 54 |
| 1 month | -0.023 | 0 | 73 |
| 3 months | 0.032 | 0 | 51 |
| 1 year | 0.137 | 0 | 34 |
| 3 years | 0.187 | 0 | 24 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.264 | — |
| 2023 | 0.213 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | 0.158 | 0.074 | — |
| 2024 | 0.124 | 0.047 | 0.051 | 0.022 |
| 2023 | 0.139 | 0.049 | -0.085 | 0.109 |
| 2022 | -0.237 | -0.083 | 0.038 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.165 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.