Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 78 |
| 1 month | 0.001 | 0 | 80 |
| 3 months | 0.039 | 0 | 69 |
| 1 year | 0.150 | 0 | 45 |
| 3 years | 0.150 | 0 | 38 |
| 5 years | 0.120 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.137 | — |
| 2024 | 0.121 | — |
| 2023 | 0.213 | — |
| 2022 | -0.116 | — |
| 2021 | 0.297 | — |
| 2020 | 0.060 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | 0.084 | 0.055 | 0.038 |
| 2024 | 0.086 | -0.011 | 0.061 | -0.017 |
| 2023 | 0.045 | 0.080 | -0.027 | 0.106 |
| 2022 | -0.060 | -0.143 | -0.036 | 0.140 |
| 2021 | 0.099 | 0.062 | -0.011 | 0.124 |
| 2020 | -0.246 | 0.168 | 0.071 | 0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.127 |
| 5 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.