Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.013 | 0 | — |
| 1 year | 0.057 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.035 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.057 | — |
| 2024 | 0.060 | — |
| 2023 | 0.067 | — |
| 2022 | -0.022 | — |
| 2021 | 0.008 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.019 | 0.014 | 0.010 |
| 2024 | 0.009 | 0.012 | 0.026 | 0.011 |
| 2023 | 0.012 | 0.008 | 0.016 | 0.030 |
| 2022 | -0.010 | -0.017 | -0.009 | 0.014 |
| 2021 | 0.003 | 0.003 | 0.002 | 0.001 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.053 |
| 5 years | 0.029 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.