Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 92 |
| 1 month | 0.034 | 0 | 90 |
| 3 months | 0.094 | 0 | 91 |
| 1 year | 0.260 | 0 | 78 |
| 3 years | 0.102 | 0 | 91 |
| 5 years | 0.035 | 0 | 77 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.142 | — |
| 2024 | 0.121 | — |
| 2023 | -0.002 | — |
| 2022 | -0.182 | — |
| 2021 | 0.074 | — |
| 2020 | 0.148 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.058 | 0.083 | 0.055 |
| 2024 | 0.003 | 0.054 | 0.036 | 0.023 |
| 2023 | 0.026 | -0.018 | -0.027 | 0.019 |
| 2022 | -0.103 | -0.056 | -0.050 | 0.017 |
| 2021 | 0.037 | 0.070 | -0.043 | 0.011 |
| 2020 | -0.188 | 0.165 | 0.051 | 0.154 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.191 |
| 3 years | 0.082 |
| 5 years | 0.024 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.