Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 93 |
| 1 month | -0.003 | 0 | 92 |
| 3 months | -0.002 | 0 | 94 |
| 1 year | -0.030 | 0 | 96 |
| 3 years | 0.053 | 0 | 82 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.041 | — |
| 2024 | 0.097 | — |
| 2023 | 0.106 | — |
| 2022 | -0.108 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | -0.042 | 0.081 | -0.012 |
| 2024 | 0.057 | -0.005 | -0.001 | 0.044 |
| 2023 | 0.011 | 0.038 | -0.012 | 0.067 |
| 2022 | -0.054 | -0.031 | 0.023 | -0.049 |
| 2021 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.