Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.140 | 0 | 20 |
| 1 month | -0.019 | 0 | 100 |
| 3 months | 0.058 | 0 | 25 |
| 1 year | 0.152 | 0 | 5 |
| 3 years | 0.216 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.317 | — |
| 2023 | 0.268 | — |
| 2022 | -0.239 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | 0.084 | 0.107 | — |
| 2024 | 0.158 | 0.051 | 0.011 | 0.070 |
| 2023 | 0.112 | 0.057 | -0.031 | 0.113 |
| 2022 | -0.072 | -0.149 | -0.015 | -0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.216 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.