Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 12 |
| 1 month | 0.012 | 0 | 26 |
| 3 months | 0.023 | 0 | 19 |
| 1 year | 0.074 | 0 | 36 |
| 3 years | 0.054 | 0 | 66 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.076 | — |
| 2024 | 0.058 | — |
| 2023 | 0.035 | — |
| 2022 | -0.153 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.010 | 0.030 | 0.009 |
| 2024 | 0.021 | 0.008 | 0.044 | -0.016 |
| 2023 | 0.029 | -0.008 | -0.035 | 0.051 |
| 2022 | -0.091 | -0.075 | -0.058 | 0.069 |
| 2021 | -0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.044 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.