Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.160 | 0 | 88 |
| 1 month | 0.005 | 0 | 6 |
| 3 months | 0.045 | 0 | 95 |
| 1 year | 0.195 | 0 | 38 |
| 3 years | 0.156 | 0 | 3 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.264 | — |
| 2023 | 0.025 | — |
| 2022 | -0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | 0.061 | 0.084 | — |
| 2024 | 0.098 | 0.069 | 0.043 | 0.033 |
| 2023 | -0.021 | -0.024 | 0.049 | 0.023 |
| 2022 | -0.034 | 0.017 | -0.105 | 0.087 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.195 |
| 3 years | 0.156 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.