Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.099 | 0 | 46 |
| 1 month | -0.087 | 0 | 50 |
| 3 months | -0.099 | 0 | 46 |
| 1 year | -0.008 | 0 | 41 |
| 3 years | 0.108 | 0 | 68 |
| 5 years | 0.094 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.055 | — |
| 2024 | 0.145 | — |
| 2023 | 0.200 | — |
| 2022 | -0.007 | — |
| 2021 | 0.269 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.099 | — | — | — |
| 2025 | -0.041 | 0.090 | -0.014 | 0.024 |
| 2024 | 0.041 | 0.077 | 0.060 | -0.037 |
| 2023 | -0.040 | 0.103 | 0.046 | 0.083 |
| 2022 | -0.034 | -0.077 | 0.084 | 0.027 |
| 2021 | 0.051 | 0.089 | 0.094 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.108 |
| 5 years | 0.094 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.