Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 57 |
| 1 month | -0.001 | 0 | 94 |
| 3 months | 0.016 | 0 | 15 |
| 1 year | 0.048 | 0 | 29 |
| 3 years | 0.037 | 0 | 75 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.062 | — |
| 2024 | -0.002 | — |
| 2023 | 0.048 | — |
| 2022 | -0.168 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | 0.012 | 0.024 | 0.011 |
| 2024 | -0.003 | -0.012 | 0.037 | -0.023 |
| 2023 | 0.023 | 0.004 | -0.043 | 0.065 |
| 2022 | -0.053 | -0.080 | -0.055 | 0.011 |
| 2021 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.019 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.