Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.124 | 0 | 97 |
| 1 month | -0.107 | 0 | 95 |
| 3 months | 0.015 | 0 | 80 |
| 1 year | -0.160 | 0 | 98 |
| 3 years | 0.106 | 0 | 79 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.464 | — |
| 2022 | -0.523 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.137 | 0.061 | -0.034 | — |
| 2024 | 0.013 | -0.056 | -0.008 | 0.206 |
| 2023 | 0.144 | 0.153 | -0.071 | 0.195 |
| 2022 | -0.196 | -0.310 | 0.042 | -0.174 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.160 |
| 3 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.