Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.016 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.084 | 0 | — |
| 5 years | 0.033 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.060 | — |
| 2024 | 0.105 | — |
| 2023 | 0.115 | — |
| 2022 | -0.141 | — |
| 2021 | 0.031 | — |
| 2020 | 0.039 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | 0.023 | 0.014 | 0.009 |
| 2024 | 0.036 | 0.010 | 0.043 | 0.013 |
| 2023 | 0.022 | 0.033 | -0.009 | 0.065 |
| 2022 | -0.055 | -0.089 | -0.051 | 0.051 |
| 2021 | 0.010 | 0.023 | -0.003 | 0.002 |
| 2020 | -0.163 | 0.117 | 0.035 | 0.073 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.079 |
| 5 years | 0.030 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.