Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.097 | 0 | 68 |
| 1 month | 0.021 | 0 | 57 |
| 3 months | -0.003 | 0 | 94 |
| 1 year | 0.034 | 0 | 59 |
| 3 years | 0.155 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.148 | — |
| 2023 | 0.305 | — |
| 2022 | -0.127 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.047 | 0.035 | — |
| 2024 | 0.101 | -0.050 | 0.076 | 0.019 |
| 2023 | 0.069 | 0.095 | -0.020 | 0.136 |
| 2022 | -0.030 | -0.155 | -0.030 | 0.098 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.155 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.