Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 27 |
| 1 month | 0.014 | 0 | 26 |
| 3 months | 0.009 | 0 | 31 |
| 1 year | 0.019 | 0 | 30 |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.055 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.018 | -0.037 | -0.001 | — |
| 2022 | 0.011 | -0.045 | -0.043 | 0.023 |
| 2021 | 0.018 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.