Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 12 |
| 1 month | 0.013 | 0 | 26 |
| 3 months | 0.028 | 0 | 19 |
| 1 year | 0.080 | 0 | 36 |
| 3 years | 0.053 | 0 | 68 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.078 | — |
| 2024 | 0.052 | — |
| 2023 | 0.034 | — |
| 2022 | -0.152 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.019 | 0.021 | 0.009 |
| 2024 | 0.024 | 0.006 | 0.039 | -0.016 |
| 2023 | 0.034 | -0.010 | -0.036 | 0.048 |
| 2022 | -0.087 | -0.073 | -0.058 | 0.063 |
| 2021 | -0.048 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.042 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.