Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | — |
| 1 month | -0.034 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | -0.060 | 0 | — |
| 3 years | 0.194 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.256 | — |
| 2023 | 0.469 | — |
| 2022 | -0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.151 | 0.177 | -0.062 | — |
| 2024 | 0.020 | 0.191 | 0.074 | -0.037 |
| 2023 | -0.075 | 0.197 | 0.159 | 0.145 |
| 2022 | -0.045 | -0.142 | 0.140 | 0.029 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.194 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.