Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | -0.006 | 0 | — |
| 1 year | 0.024 | 0 | — |
| 3 years | 0.081 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.030 | — |
| 2024 | 0.113 | — |
| 2023 | 0.153 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | 0.045 | 0.051 | 0.014 |
| 2024 | 0.054 | 0.007 | -0.009 | 0.059 |
| 2023 | 0.047 | 0.029 | -0.015 | 0.087 |
| 2022 | -0.067 | -0.025 | -0.027 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.003 |
| 3 years | 0.078 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.