Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 56 |
| 1 month | 0.014 | 0 | 54 |
| 3 months | 0.027 | 0 | 51 |
| 1 year | 0.076 | 0 | 41 |
| 3 years | 0.149 | 0 | 32 |
| 5 years | 0.113 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.074 | — |
| 2024 | 0.240 | — |
| 2023 | 0.164 | — |
| 2022 | -0.131 | — |
| 2021 | 0.282 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.058 | 0.017 | 0.070 | 0.047 |
| 2024 | 0.102 | 0.039 | 0.016 | 0.065 |
| 2023 | 0.054 | 0.053 | -0.005 | 0.054 |
| 2022 | -0.042 | -0.096 | -0.010 | 0.014 |
| 2021 | 0.094 | 0.062 | 0.013 | 0.088 |
| 2020 | 0.158 | 0.028 | 0.086 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.129 |
| 5 years | 0.102 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.