Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.498 | 0 | 2 |
| 1 month | 0.302 | 0 | 2 |
| 3 months | 0.377 | 0 | 1 |
| 1 year | 1.264 | 0 | 1 |
| 3 years | 0.331 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.281 | — |
| 2024 | 0.106 | — |
| 2023 | 0.145 | — |
| 2022 | -0.156 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.150 | — | — | — |
| 2025 | -0.139 | 0.140 | 0.204 | 0.084 |
| 2024 | -0.001 | -0.002 | 0.029 | 0.078 |
| 2023 | 0.133 | 0.063 | -0.094 | 0.048 |
| 2022 | -0.097 | -0.110 | 0.062 | -0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.087 |
| 3 years | 0.295 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.