Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 59 |
| 1 month | 0.040 | 0 | 56 |
| 3 months | 0.095 | 0 | 48 |
| 1 year | 0.204 | 0 | 53 |
| 3 years | 0.134 | 0 | 40 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.242 | — |
| 2024 | 0.026 | — |
| 2023 | 0.151 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.060 | 0.053 | 0.039 | 0.071 |
| 2024 | 0.068 | 0.011 | 0.002 | -0.050 |
| 2023 | 0.075 | 0.008 | -0.015 | 0.079 |
| 2022 | -0.102 | -0.010 | 0.117 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.204 |
| 3 years | 0.134 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.