Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 28 |
| 1 month | 0.006 | 0 | 39 |
| 3 months | 0.036 | 0 | 24 |
| 1 year | 0.060 | 0 | 32 |
| 3 years | 0.065 | 0 | 18 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.062 | — |
| 2022 | -0.170 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | -0.005 | 0.026 | — |
| 2024 | 0.058 | 0.015 | 0.027 | -0.005 |
| 2023 | 0.033 | 0.010 | -0.019 | 0.038 |
| 2022 | -0.060 | -0.096 | -0.050 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.