Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 74 |
| 1 month | 0.022 | 0 | 72 |
| 3 months | 0.038 | 0 | 68 |
| 1 year | 0.145 | 0 | 49 |
| 3 years | 0.123 | 0 | 18 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.131 | — |
| 2024 | 0.112 | — |
| 2023 | 0.110 | — |
| 2022 | -0.102 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | 0.041 | 0.062 | 0.031 |
| 2024 | 0.049 | 0.013 | 0.034 | 0.011 |
| 2023 | 0.028 | 0.018 | -0.009 | 0.070 |
| 2022 | -0.021 | -0.070 | -0.040 | 0.027 |
| 2021 | 0.040 | -0.004 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | 0.123 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.