Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 27 |
| 1 month | 0.022 | 0 | 29 |
| 3 months | 0.034 | 0 | 35 |
| 1 year | 0.153 | 0 | 44 |
| 3 years | 0.181 | 0 | 43 |
| 5 years | 0.133 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.140 | — |
| 2024 | 0.244 | — |
| 2023 | 0.139 | — |
| 2022 | -0.031 | — |
| 2021 | 0.157 | — |
| 2020 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.038 | 0.071 | 0.018 |
| 2024 | 0.096 | 0.026 | 0.065 | 0.038 |
| 2023 | 0.032 | 0.040 | -0.007 | 0.069 |
| 2022 | -0.054 | -0.079 | 0.003 | 0.108 |
| 2021 | 0.042 | 0.039 | 0.009 | 0.058 |
| 2020 | -0.146 | 0.103 | 0.061 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | 0.181 |
| 5 years | 0.133 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.