Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 31 |
| 1 month | 0.012 | 0 | 29 |
| 3 months | 0.051 | 0 | 37 |
| 1 year | 0.417 | 0 | 27 |
| 3 years | 0.273 | 0 | 42 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.239 | — |
| 2024 | 0.279 | — |
| 2023 | 0.379 | — |
| 2022 | -0.344 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.157 | 0.293 | 0.143 | -0.006 |
| 2024 | 0.132 | 0.077 | -0.003 | 0.052 |
| 2023 | 0.213 | 0.100 | -0.100 | 0.149 |
| 2022 | -0.151 | -0.260 | -0.022 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.417 |
| 3 years | 0.273 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.