Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 25 |
| 1 month | -0.097 | 0 | 33 |
| 3 months | 0.035 | 0 | 25 |
| 1 year | 0.229 | 0 | 38 |
| 3 years | 0.099 | 0 | 76 |
| 5 years | 0.014 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.174 | — |
| 2024 | 0.085 | — |
| 2023 | 0.039 | — |
| 2022 | -0.217 | — |
| 2021 | 0.077 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.035 | — | — | — |
| 2025 | -0.012 | 0.038 | 0.079 | 0.061 |
| 2024 | 0.032 | 0.043 | 0.014 | -0.006 |
| 2023 | 0.032 | 0.001 | -0.015 | 0.021 |
| 2022 | -0.100 | -0.074 | -0.056 | -0.005 |
| 2021 | 0.078 | 0.043 | -0.058 | 0.017 |
| 2020 | 0.155 | 0.052 | 0.124 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.229 |
| 3 years | 0.099 |
| 5 years | 0.014 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.