Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 93 |
| 1 month | 0.004 | 0 | 91 |
| 3 months | -0.006 | 0 | 91 |
| 1 year | 0.139 | 0 | 62 |
| 3 years | 0.210 | 0 | 5 |
| 5 years | 0.149 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.126 | — |
| 2024 | 0.285 | — |
| 2023 | 0.265 | — |
| 2022 | -0.161 | — |
| 2021 | 0.272 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | 0.058 | 0.121 | 0.055 |
| 2024 | 0.121 | 0.080 | -0.020 | 0.083 |
| 2023 | 0.096 | 0.077 | 0.008 | 0.064 |
| 2022 | -0.048 | -0.107 | 0.011 | -0.023 |
| 2021 | 0.015 | 0.093 | 0.027 | 0.116 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.139 |
| 3 years | 0.210 |
| 5 years | 0.149 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.