Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | — |
| 1 month | 0.008 | 0 | — |
| 3 months | -0.051 | 0 | — |
| 1 year | 0.142 | 0 | — |
| 3 years | 0.209 | 0 | — |
| 5 years | 0.181 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.064 | — |
| 2024 | 0.262 | — |
| 2023 | 0.480 | — |
| 2022 | -0.035 | — |
| 2021 | 0.614 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.154 | 0.178 | -0.061 | 0.000 |
| 2024 | 0.020 | 0.193 | 0.077 | -0.036 |
| 2023 | -0.073 | 0.199 | 0.161 | 0.147 |
| 2022 | -0.042 | -0.143 | 0.140 | 0.031 |
| 2021 | 0.140 | 0.213 | 0.111 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.142 |
| 3 years | 0.209 |
| 5 years | 0.181 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.