Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.012 | 0 | — |
| 3 months | 0.040 | 0 | — |
| 1 year | 0.130 | 0 | — |
| 3 years | 0.123 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.113 | — |
| 2024 | 0.117 | — |
| 2023 | 0.136 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | 0.047 | 0.066 | 0.044 |
| 2024 | 0.051 | 0.020 | 0.044 | -0.002 |
| 2023 | 0.044 | 0.038 | -0.039 | 0.090 |
| 2022 | -0.153 | -0.051 | 0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.123 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.