Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | — |
| 1 month | -0.078 | 0 | — |
| 3 months | -0.062 | 0 | — |
| 1 year | 0.152 | 0 | — |
| 3 years | 0.298 | 0 | — |
| 5 years | 0.118 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.256 | — |
| 2024 | 0.300 | — |
| 2023 | 0.670 | — |
| 2022 | -0.386 | — |
| 2021 | 0.151 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.135 | 0.279 | 0.128 | 0.007 |
| 2024 | 0.118 | 0.052 | -0.016 | 0.123 |
| 2023 | 0.220 | 0.192 | -0.016 | 0.168 |
| 2022 | -0.157 | -0.270 | 0.028 | -0.029 |
| 2021 | -0.019 | 0.119 | -0.028 | 0.079 |
| 2020 | 0.373 | 0.139 | 0.255 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.298 |
| 5 years | 0.118 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.