Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.243 | 0 | — |
| 1 month | -0.012 | 0 | — |
| 3 months | 0.098 | 0 | — |
| 1 year | 0.281 | 0 | — |
| 3 years | 0.339 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.296 | — |
| 2023 | 0.555 | — |
| 2022 | -0.265 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | 0.191 | 0.125 | — |
| 2024 | 0.082 | 0.089 | 0.011 | 0.088 |
| 2023 | 0.192 | 0.157 | -0.013 | 0.144 |
| 2022 | -0.068 | -0.191 | -0.003 | -0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.281 |
| 3 years | 0.339 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.