Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | — |
| 1 month | -0.042 | 0 | — |
| 3 months | -0.045 | 0 | — |
| 1 year | 0.128 | 0 | — |
| 3 years | 0.146 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.071 | — |
| 2024 | 0.110 | — |
| 2023 | 0.318 | — |
| 2022 | -0.011 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.054 | 0.087 | -0.012 | 0.054 |
| 2024 | 0.016 | 0.108 | 0.113 | -0.114 |
| 2023 | -0.011 | 0.135 | 0.030 | 0.141 |
| 2022 | -0.043 | -0.073 | 0.105 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.146 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.