Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 24 |
| 1 month | -0.027 | 0 | 83 |
| 3 months | 0.031 | 0 | 62 |
| 1 year | 0.051 | 0 | 38 |
| 3 years | 0.063 | 0 | 38 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | 0.073 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.087 | 0.059 | — |
| 2024 | 0.043 | 0.013 | 0.031 | -0.016 |
| 2023 | 0.060 | 0.031 | -0.053 | 0.036 |
| 2022 | -0.110 | 0.010 | -0.005 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | 0.063 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.