Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 54 |
| 1 month | 0.004 | 0 | 51 |
| 3 months | 0.014 | 0 | 61 |
| 1 year | 0.134 | 0 | 52 |
| 3 years | 0.177 | 0 | 22 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.137 | — |
| 2024 | 0.223 | — |
| 2023 | 0.213 | — |
| 2022 | -0.193 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.034 | 0.056 | 0.085 | 0.028 |
| 2024 | 0.113 | 0.030 | 0.005 | 0.062 |
| 2023 | 0.068 | 0.085 | -0.027 | 0.075 |
| 2022 | -0.053 | -0.139 | -0.033 | 0.025 |
| 2021 | 0.074 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.134 |
| 3 years | 0.177 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.