Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 27 |
| 1 month | 0.071 | 0 | 32 |
| 3 months | 0.049 | 0 | 22 |
| 1 year | 0.183 | 0 | 36 |
| 3 years | 0.083 | 0 | 34 |
| 5 years | 0.096 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.024 | — |
| 2024 | 0.193 | — |
| 2023 | 0.146 | — |
| 2022 | -0.102 | — |
| 2021 | 0.284 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.026 | — | — | — |
| 2025 | -0.094 | 0.075 | 0.040 | 0.010 |
| 2024 | 0.142 | -0.022 | 0.033 | 0.034 |
| 2023 | 0.135 | 0.048 | -0.080 | 0.047 |
| 2022 | -0.097 | -0.048 | 0.047 | -0.002 |
| 2021 | 0.055 | 0.069 | 0.049 | 0.085 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.183 |
| 3 years | 0.083 |
| 5 years | 0.096 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.