Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.198 | 0 | 7 |
| 1 month | -0.033 | 0 | 93 |
| 3 months | 0.085 | 0 | 5 |
| 1 year | 0.235 | 0 | 4 |
| 3 years | 0.352 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.573 | — |
| 2023 | 0.440 | — |
| 2022 | -0.311 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.092 | 0.136 | 0.170 | — |
| 2024 | 0.275 | 0.089 | -0.011 | 0.145 |
| 2023 | 0.165 | 0.104 | -0.027 | 0.150 |
| 2022 | -0.093 | -0.195 | -0.007 | -0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.235 |
| 3 years | 0.352 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.