Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 75 |
| 1 month | 0.004 | 0 | 80 |
| 3 months | 0.014 | 0 | 72 |
| 1 year | 0.067 | 0 | 51 |
| 3 years | 0.149 | 0 | 32 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.058 | — |
| 2024 | 0.235 | — |
| 2023 | 0.210 | — |
| 2022 | -0.155 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | 0.035 | 0.070 | 0.039 |
| 2024 | 0.114 | 0.032 | 0.011 | 0.062 |
| 2023 | 0.064 | 0.065 | -0.005 | 0.073 |
| 2022 | -0.047 | -0.111 | -0.008 | 0.006 |
| 2021 | 0.026 | 0.105 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.149 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.