Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | 16 |
| 1 month | 0.057 | 0 | 2 |
| 3 months | 0.093 | 0 | 2 |
| 1 year | 0.141 | 0 | 15 |
| 3 years | 0.045 | 0 | 75 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.015 | — |
| 2023 | 0.033 | — |
| 2022 | 0.132 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.039 | -0.060 | 0.050 | — |
| 2024 | 0.036 | 0.015 | -0.032 | -0.033 |
| 2023 | -0.015 | -0.002 | 0.063 | -0.012 |
| 2022 | 0.065 | 0.070 | -0.025 | 0.020 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.141 |
| 3 years | 0.045 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.