Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 30 |
| 1 month | 0.071 | 0 | 10 |
| 3 months | 0.116 | 0 | 23 |
| 1 year | 0.076 | 0 | 63 |
| 3 years | 0.038 | 0 | 80 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.020 | — |
| 2024 | 0.015 | — |
| 2023 | 0.075 | — |
| 2022 | -0.111 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | 0.019 | 0.008 | 0.013 |
| 2024 | 0.051 | -0.026 | 0.028 | -0.035 |
| 2023 | 0.090 | 0.015 | -0.080 | 0.057 |
| 2022 | -0.071 | -0.125 | 0.049 | 0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.