Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 32 |
| 1 month | 0.074 | 0 | 28 |
| 3 months | 0.041 | 0 | 27 |
| 1 year | 0.285 | 0 | 25 |
| 3 years | 0.194 | 0 | 18 |
| 5 years | 0.122 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.159 | — |
| 2024 | 0.276 | — |
| 2023 | 0.186 | — |
| 2022 | -0.132 | — |
| 2021 | 0.154 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.015 | — | — | — |
| 2025 | -0.015 | 0.057 | 0.097 | 0.015 |
| 2024 | 0.109 | 0.039 | 0.050 | 0.054 |
| 2023 | 0.071 | 0.038 | -0.013 | 0.081 |
| 2022 | -0.067 | -0.131 | -0.008 | 0.078 |
| 2021 | 0.026 | 0.056 | 0.011 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.285 |
| 3 years | 0.194 |
| 5 years | 0.122 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.