Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 79 |
| 1 month | 0.014 | 0 | 50 |
| 3 months | -0.057 | 0 | 90 |
| 1 year | 0.238 | 0 | 8 |
| 3 years | 0.257 | 0 | 2 |
| 5 years | 0.214 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.031 | — |
| 2024 | 0.480 | — |
| 2023 | 0.400 | — |
| 2022 | 0.032 | — |
| 2021 | 0.432 | — |
| 2020 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.160 | 0.187 | -0.013 | -0.015 |
| 2024 | 0.079 | 0.167 | 0.145 | 0.028 |
| 2023 | -0.017 | 0.152 | 0.094 | 0.129 |
| 2022 | -0.071 | -0.101 | 0.161 | 0.064 |
| 2021 | 0.113 | 0.103 | 0.137 | 0.026 |
| 2020 | -0.261 | 0.168 | 0.064 | 0.249 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.228 |
| 3 years | 0.257 |
| 5 years | 0.214 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.