Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | — |
| 1 month | -0.033 | 0 | — |
| 3 months | -0.002 | 0 | — |
| 1 year | 0.242 | 0 | — |
| 3 years | 0.317 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.259 | — |
| 2024 | 0.290 | — |
| 2023 | 0.545 | — |
| 2022 | -0.253 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.083 | 0.176 | 0.128 | 0.035 |
| 2024 | 0.088 | 0.079 | 0.024 | 0.073 |
| 2023 | 0.195 | 0.149 | -0.017 | 0.144 |
| 2022 | -0.072 | -0.192 | -0.014 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.242 |
| 3 years | 0.317 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.