Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.117 | 0 | 29 |
| 1 month | -0.003 | 0 | 13 |
| 3 months | 0.102 | 0 | 20 |
| 1 year | 0.098 | 0 | 45 |
| 3 years | 0.198 | 0 | 43 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.274 | — |
| 2023 | 0.313 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.099 | 0.048 | 0.118 | — |
| 2024 | 0.138 | 0.040 | -0.025 | 0.104 |
| 2023 | 0.116 | 0.089 | 0.001 | 0.080 |
| 2022 | -0.157 | 0.024 | 0.012 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.198 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.