Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.122 | 0 | 20 |
| 1 month | 0.013 | 0 | 28 |
| 3 months | 0.152 | 0 | 20 |
| 1 year | 0.529 | 0 | 20 |
| 3 years | 0.245 | 0 | 51 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.411 | — |
| 2024 | 0.091 | — |
| 2023 | 0.152 | — |
| 2022 | -0.385 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.142 | 0.220 | 0.020 |
| 2024 | 0.071 | 0.057 | 0.001 | -0.038 |
| 2023 | 0.106 | -0.002 | -0.090 | 0.146 |
| 2022 | -0.188 | -0.134 | -0.189 | 0.080 |
| 2021 | 0.077 | -0.134 | -0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.446 |
| 3 years | 0.222 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.