Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.004 | 0 | 97 |
| 1 month | -0.002 | 0 | 97 |
| 3 months | 0.009 | 0 | 91 |
| 1 year | 0.018 | 0 | 93 |
| 3 years | 0.061 | 0 | 81 |
| 5 years | 0.015 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.023 | — |
| 2024 | 0.086 | — |
| 2023 | 0.091 | — |
| 2022 | -0.152 | — |
| 2021 | 0.046 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | 0.037 | 0.020 | 0.013 |
| 2024 | 0.051 | 0.007 | 0.001 | 0.026 |
| 2023 | 0.028 | 0.016 | -0.031 | 0.078 |
| 2022 | -0.054 | -0.080 | -0.023 | -0.004 |
| 2021 | 0.014 | 0.017 | -0.003 | 0.018 |
| 2020 | 0.033 | 0.011 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.061 |
| 5 years | 0.015 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.