Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.116 | 0 | — |
| 1 month | 0.019 | 0 | — |
| 3 months | 0.073 | 0 | — |
| 1 year | 0.093 | 0 | — |
| 3 years | 0.123 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.204 | — |
| 2022 | 0.047 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.089 | -0.033 | — |
| 2024 | 0.027 | 0.078 | 0.076 | -0.084 |
| 2023 | -0.042 | 0.108 | 0.025 | 0.107 |
| 2022 | 0.004 | -0.091 | 0.085 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.123 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.