Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 20 |
| 1 month | 0.010 | 0 | 65 |
| 3 months | 0.049 | 0 | 18 |
| 1 year | 0.278 | 0 | 1 |
| 3 years | 0.363 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.196 | — |
| 2024 | 0.581 | — |
| 2023 | 0.447 | — |
| 2022 | -0.307 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | 0.137 | 0.172 | -0.013 |
| 2024 | 0.277 | 0.090 | -0.010 | 0.147 |
| 2023 | 0.167 | 0.106 | -0.026 | 0.151 |
| 2022 | -0.092 | -0.194 | -0.006 | -0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.278 |
| 3 years | 0.363 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.