Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 85 |
| 1 month | 0.025 | 0 | 92 |
| 3 months | 0.031 | 0 | 85 |
| 1 year | 0.152 | 0 | 58 |
| 3 years | 0.166 | 0 | 4 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.131 | — |
| 2024 | 0.203 | — |
| 2023 | 0.167 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.050 | 0.092 | 0.041 |
| 2024 | 0.092 | 0.033 | 0.004 | 0.063 |
| 2023 | 0.048 | 0.038 | 0.000 | 0.072 |
| 2022 | -0.085 | 0.020 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.152 |
| 3 years | 0.166 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.