Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.013 | 0 | — |
| 1 year | 0.034 | 0 | — |
| 3 years | 0.025 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.008 | — |
| 2023 | 0.038 | — |
| 2022 | -0.088 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.005 | 0.018 | — |
| 2024 | -0.005 | -0.008 | 0.039 | -0.032 |
| 2023 | 0.023 | -0.012 | -0.027 | 0.056 |
| 2022 | -0.061 | -0.044 | -0.019 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.015 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.