Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | -0.022 | 0 | — |
| 1 year | 0.187 | 0 | — |
| 3 years | 0.088 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.182 | — |
| 2024 | 0.049 | — |
| 2023 | 0.034 | — |
| 2022 | -0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.009 | — | — | — |
| 2025 | 0.021 | 0.006 | 0.149 | 0.002 |
| 2024 | 0.006 | 0.013 | 0.041 | -0.011 |
| 2023 | 0.014 | -0.015 | -0.017 | 0.053 |
| 2022 | -0.020 | -0.008 | -0.021 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.187 |
| 3 years | 0.088 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.