Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 32 |
| 1 month | 0.083 | 0 | 50 |
| 3 months | 0.055 | 0 | 25 |
| 1 year | 0.281 | 0 | 53 |
| 3 years | 0.105 | 0 | 67 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.162 | — |
| 2024 | 0.064 | — |
| 2023 | 0.015 | — |
| 2022 | -0.126 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.022 | — | — | — |
| 2025 | 0.008 | 0.061 | 0.052 | 0.032 |
| 2024 | 0.031 | 0.024 | 0.054 | -0.044 |
| 2023 | 0.029 | -0.020 | -0.041 | 0.050 |
| 2022 | -0.042 | -0.083 | -0.084 | 0.086 |
| 2021 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.281 |
| 3 years | 0.105 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.