Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 100 |
| 1 month | 0.003 | 0 | 78 |
| 3 months | 0.035 | 0 | 3 |
| 1 year | 0.074 | 0 | 99 |
| 3 years | 0.067 | 0 | 94 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.074 | — |
| 2022 | -0.134 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0 | 0.026 | 0.032 | — |
| 2024 | 0.012 | 0.012 | 0.046 | -0.018 |
| 2023 | 0.029 | 0.004 | -0.030 | 0.072 |
| 2022 | -0.053 | -0.076 | -0.033 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.067 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.