Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | — |
| 1 month | 0.055 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.158 | 0 | — |
| 3 years | 0.231 | 0 | — |
| 5 years | 0.152 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.049 | — |
| 2024 | 0.289 | — |
| 2023 | 0.244 | — |
| 2022 | -0.053 | — |
| 2021 | 0.180 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | 0.022 | 0.005 | 0.065 |
| 2024 | 0.115 | 0.040 | 0.133 | -0.019 |
| 2023 | -0.052 | 0.135 | 0.070 | 0.081 |
| 2022 | -0.049 | -0.083 | 0.044 | 0.040 |
| 2021 | -0.016 | 0.147 | 0.010 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.158 |
| 3 years | 0.231 |
| 5 years | 0.152 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.