Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 80 |
| 1 month | 0.012 | 0 | 43 |
| 3 months | 0.016 | 0 | 81 |
| 1 year | 0.083 | 0 | 66 |
| 3 years | 0.074 | 0 | 69 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.097 | — |
| 2024 | 0.037 | — |
| 2023 | 0.079 | — |
| 2022 | -0.204 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.024 | 0.033 | 0.024 |
| 2024 | 0.017 | -0.006 | 0.059 | -0.031 |
| 2023 | 0.013 | 0.013 | -0.029 | 0.082 |
| 2022 | -0.100 | -0.135 | -0.056 | 0.082 |
| 2021 | -0.014 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.045 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.