Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.092 | 0 | 63 |
| 1 month | 0.000 | 0 | 74 |
| 3 months | 0.042 | 0 | 70 |
| 1 year | 0.082 | 0 | 64 |
| 3 years | 0.110 | 0 | 50 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.085 | — |
| 2023 | 0.188 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.001 | 0.020 | 0.029 | — |
| 2024 | 0.076 | 0.017 | 0.048 | -0.054 |
| 2023 | 0.093 | 0.017 | -0.064 | 0.142 |
| 2022 | -0.157 | -0.032 | 0.110 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.110 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.