Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 64 |
| 1 month | 0.001 | 0 | 69 |
| 3 months | -0.035 | 0 | 64 |
| 1 year | 0.127 | 0 | 73 |
| 3 years | 0.157 | 0 | 72 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.066 | — |
| 2024 | 0.128 | — |
| 2023 | 0.288 | — |
| 2022 | -0.004 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.090 | -0.023 | 0.030 |
| 2024 | 0.037 | 0.118 | 0.097 | -0.114 |
| 2023 | -0.035 | 0.156 | 0.037 | 0.114 |
| 2022 | -0.055 | -0.063 | 0.132 | -0.006 |
| 2021 | 0.003 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.117 |
| 3 years | 0.157 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.