Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.183 | 0 | 25 |
| 1 month | 0.042 | 0 | 46 |
| 3 months | 0.227 | 0 | 37 |
| 1 year | 0.745 | 0 | 26 |
| 3 years | 0.348 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.592 | — |
| 2024 | 0.203 | — |
| 2023 | 0.081 | — |
| 2022 | -0.032 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.181 | 0.041 | 0.148 | 0.128 |
| 2024 | 0.061 | 0.041 | 0.112 | -0.020 |
| 2023 | 0.078 | -0.047 | -0.034 | 0.089 |
| 2022 | 0.071 | -0.071 | -0.089 | 0.068 |
| 2021 | -0.016 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.648 |
| 3 years | 0.324 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.