Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 5 |
| 1 month | 0.031 | 0 | 5 |
| 3 months | 0.039 | 0 | 4 |
| 1 year | 0.130 | 0 | 17 |
| 3 years | 0.090 | 0 | 25 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.074 | — |
| 2024 | 0.070 | — |
| 2023 | 0.070 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.024 | — | — | — |
| 2025 | 0.005 | 0.026 | 0.022 | 0.019 |
| 2024 | 0.034 | 0.008 | 0.042 | -0.014 |
| 2023 | 0.019 | 0.006 | -0.016 | 0.061 |
| 2022 | -0.057 | -0.018 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.072 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.