Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 22 |
| 1 month | 0.111 | 0 | 7 |
| 3 months | 0.033 | 0 | 30 |
| 1 year | 0.359 | 0 | 3 |
| 3 years | 0.187 | 0 | 8 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.169 | — |
| 2024 | 0.219 | — |
| 2023 | 0.248 | — |
| 2022 | -0.231 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.054 | — | — | — |
| 2025 | -0.069 | 0.073 | 0.134 | 0.032 |
| 2024 | 0.104 | 0.079 | -0.039 | 0.063 |
| 2023 | 0.127 | 0.080 | -0.047 | 0.075 |
| 2022 | -0.075 | -0.152 | -0.050 | 0.033 |
| 2021 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.305 |
| 3 years | 0.171 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.