Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 61 |
| 1 month | 0.008 | 0 | 55 |
| 3 months | 0.010 | 0 | 64 |
| 1 year | 0.069 | 0 | 59 |
| 3 years | 0.077 | 0 | 56 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.071 | — |
| 2024 | 0.085 | — |
| 2023 | 0.071 | — |
| 2022 | 0.026 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.026 | 0.005 | 0.013 |
| 2024 | 0.023 | 0.018 | 0.027 | 0.014 |
| 2023 | 0.017 | 0.021 | 0.013 | 0.019 |
| 2022 | 0.008 | -0.015 | 0.014 | 0.019 |
| 2021 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.