Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 57 |
| 1 month | -0.007 | 0 | 34 |
| 3 months | 0.010 | 0 | 33 |
| 1 year | 0.155 | 0 | 55 |
| 3 years | 0.211 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.162 | — |
| 2024 | 0.249 | — |
| 2023 | 0.278 | — |
| 2022 | -0.198 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | 0.108 | 0.072 | 0.035 |
| 2024 | 0.107 | 0.043 | 0.057 | 0.024 |
| 2023 | 0.079 | 0.090 | -0.029 | 0.119 |
| 2022 | -0.057 | -0.167 | -0.044 | 0.068 |
| 2021 | 0.114 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.211 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.