Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 18 |
| 1 month | 0.009 | 0 | 10 |
| 3 months | 0.051 | 0 | 18 |
| 1 year | 0.100 | 0 | 14 |
| 3 years | 0.096 | 0 | 18 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.119 | — |
| 2023 | 0.088 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | -0.003 | 0.054 | — |
| 2024 | 0.044 | 0.010 | 0.043 | 0.018 |
| 2023 | 0.039 | 0.017 | -0.009 | 0.040 |
| 2022 | -0.081 | -0.044 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.085 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.