Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 91 |
| 1 month | 0.018 | 0 | 47 |
| 3 months | 0.035 | 0 | 91 |
| 1 year | 0.157 | 0 | 91 |
| 3 years | 0.130 | 0 | 47 |
| 5 years | 0.073 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.161 | — |
| 2024 | 0.108 | — |
| 2023 | 0.090 | — |
| 2022 | -0.084 | — |
| 2021 | 0.081 | — |
| 2020 | 0.140 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | 0.038 | 0.056 | 0.023 |
| 2024 | 0.015 | 0.021 | 0.083 | -0.013 |
| 2023 | 0.027 | 0.017 | -0.037 | 0.084 |
| 2022 | -0.039 | -0.075 | -0.037 | 0.069 |
| 2021 | 0.004 | 0.035 | 0.004 | 0.036 |
| 2020 | -0.096 | 0.122 | 0.045 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.157 |
| 3 years | 0.130 |
| 5 years | 0.073 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.