Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 61 |
| 1 month | 0.014 | 0 | 42 |
| 3 months | 0.014 | 0 | 70 |
| 1 year | 0.039 | 0 | 50 |
| 3 years | 0.055 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.036 | — |
| 2024 | 0.060 | — |
| 2023 | 0.067 | — |
| 2022 | -0.142 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | 0.012 | 0.018 | 0.010 |
| 2024 | 0.027 | 0.005 | 0.026 | 0.001 |
| 2023 | 0.027 | 0.014 | -0.018 | 0.044 |
| 2022 | -0.054 | -0.073 | -0.034 | 0.013 |
| 2021 | 0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.