Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | 0.010 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.059 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.072 | — |
| 2024 | 0.096 | — |
| 2023 | 0.115 | — |
| 2022 | -0.182 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.012 | — | — | — |
| 2025 | 0.023 | 0.014 | 0.019 | 0.013 |
| 2024 | 0.021 | 0.019 | 0.033 | 0.020 |
| 2023 | 0.025 | 0.028 | 0.011 | 0.046 |
| 2022 | -0.150 | -0.061 | -0.025 | 0.051 |
| 2021 | -0.010 | -0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.073 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.