Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.041 | 0 | — |
| 1 year | 0.127 | 0 | — |
| 3 years | 0.074 | 0 | — |
| 5 years | 0.047 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.085 | — |
| 2024 | 0.065 | — |
| 2023 | 0.057 | — |
| 2022 | -0.127 | — |
| 2021 | 0.157 | — |
| 2020 | 0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | 0.046 | 0.047 | 0.032 |
| 2024 | 0.026 | 0.016 | 0.014 | 0.007 |
| 2023 | 0.024 | 0.007 | -0.033 | 0.060 |
| 2022 | -0.034 | -0.073 | -0.010 | -0.016 |
| 2021 | 0.040 | 0.036 | 0.019 | 0.054 |
| 2020 | -0.061 | 0.091 | 0.038 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.127 |
| 3 years | 0.074 |
| 5 years | 0.047 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.