Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 23 |
| 1 month | 0.028 | 0 | 20 |
| 3 months | 0.045 | 0 | 28 |
| 1 year | 0.085 | 0 | 34 |
| 3 years | 0.169 | 0 | 10 |
| 5 years | 0.108 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.056 | — |
| 2024 | 0.301 | — |
| 2023 | 0.142 | — |
| 2022 | -0.185 | — |
| 2021 | 0.278 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | 0.026 | 0.067 | 0.032 |
| 2024 | 0.136 | 0.036 | 0.016 | 0.089 |
| 2023 | 0.031 | 0.059 | -0.013 | 0.060 |
| 2022 | -0.046 | -0.130 | -0.005 | -0.013 |
| 2021 | 0.067 | 0.062 | 0.028 | 0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.149 |
| 5 years | 0.097 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.