Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 28 |
| 1 month | 0.001 | 0 | 32 |
| 3 months | 0.055 | 0 | 14 |
| 1 year | 0.080 | 0 | 24 |
| 3 years | 0.076 | 0 | 36 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.090 | — |
| 2022 | -0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | -0.002 | 0.061 | — |
| 2024 | 0.049 | 0.012 | 0.014 | 0.015 |
| 2023 | 0.053 | 0.016 | -0.009 | 0.028 |
| 2022 | -0.050 | -0.068 | -0.031 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.073 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.