Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.188 | 0 | 72 |
| 1 month | 0.059 | 0 | 13 |
| 3 months | 0.094 | 0 | 84 |
| 1 year | 0.475 | 0 | 51 |
| 3 years | 0.129 | 0 | 58 |
| 5 years | 0.076 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.248 | — |
| 2024 | -0.206 | — |
| 2023 | 0.183 | — |
| 2022 | 0.078 | — |
| 2021 | -0.144 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.101 | 0.089 | 0.020 |
| 2024 | -0.008 | -0.131 | 0.015 | -0.093 |
| 2023 | -0.079 | 0.193 | -0.016 | 0.094 |
| 2022 | 0.298 | -0.191 | 0.137 | -0.096 |
| 2021 | -0.077 | 0.211 | -0.169 | -0.079 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.445 |
| 3 years | 0.122 |
| 5 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.