Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.121 | 0 | 30 |
| 1 month | 0.014 | 0 | 19 |
| 3 months | 0.052 | 0 | 28 |
| 1 year | 0.099 | 0 | 39 |
| 3 years | 0.091 | 0 | 47 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.118 | — |
| 2023 | 0.064 | — |
| 2022 | -0.055 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | 0.027 | 0.064 | — |
| 2024 | 0.034 | 0.003 | 0.073 | 0.005 |
| 2023 | 0.030 | -0.013 | -0.031 | 0.080 |
| 2022 | -0.011 | -0.069 | -0.022 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.