Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 54 |
| 1 month | 0.008 | 0 | 74 |
| 3 months | 0.024 | 0 | 56 |
| 1 year | 0.086 | 0 | 34 |
| 3 years | 0.174 | 0 | 7 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.070 | — |
| 2024 | 0.286 | — |
| 2023 | 0.216 | — |
| 2022 | -0.170 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.058 | — | — | — |
| 2025 | -0.080 | 0.039 | 0.077 | 0.039 |
| 2024 | 0.118 | 0.038 | 0.021 | 0.085 |
| 2023 | 0.066 | 0.073 | -0.005 | 0.068 |
| 2022 | -0.063 | -0.115 | 0.000 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.173 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.