Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.097 | 0 | — |
| 1 month | -0.006 | 0 | — |
| 3 months | 0.021 | 0 | — |
| 1 year | 0.096 | 0 | — |
| 3 years | 0.082 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.068 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.030 | 0.046 | — |
| 2024 | 0.029 | 0.016 | 0.027 | 0.004 |
| 2023 | 0.028 | 0.014 | -0.016 | 0.041 |
| 2022 | -0.054 | -0.034 | 0.030 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.