Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.159 | 0 | 73 |
| 1 month | 0.002 | 0 | 44 |
| 3 months | 0.022 | 0 | 84 |
| 1 year | 0.122 | 0 | 74 |
| 3 years | 0.149 | 0 | 63 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.188 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.117 | 0.039 | — |
| 2024 | 0.083 | 0.005 | 0.068 | -0.016 |
| 2023 | 0.067 | 0.050 | -0.040 | 0.105 |
| 2022 | -0.152 | -0.069 | 0.107 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.129 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.