Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | 65 |
| 1 month | -0.005 | 0 | 74 |
| 3 months | -0.003 | 0 | 66 |
| 1 year | 0.002 | 0 | 76 |
| 3 years | 0.035 | 0 | 71 |
| 5 years | -0.006 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.021 | — |
| 2024 | 0.049 | — |
| 2023 | 0.055 | — |
| 2022 | -0.152 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | -0.037 | 0.045 | 0.012 |
| 2024 | 0.024 | -0.004 | -0.012 | 0.041 |
| 2023 | 0.023 | 0.027 | -0.028 | 0.033 |
| 2022 | -0.046 | -0.052 | -0.013 | -0.050 |
| 2021 | 0.017 | 0.005 | -0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.018 |
| 5 years | -0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.