Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 98 |
| 1 month | -0.012 | 0 | 94 |
| 3 months | -0.040 | 0 | 97 |
| 1 year | -0.013 | 0 | 88 |
| 3 years | 0.129 | 0 | 53 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.021 | — |
| 2024 | 0.281 | — |
| 2023 | 0.212 | — |
| 2022 | -0.169 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.094 | 0.047 | 0.060 | 0.016 |
| 2024 | 0.095 | 0.049 | 0.036 | 0.077 |
| 2023 | 0.068 | 0.069 | -0.017 | 0.080 |
| 2022 | -0.052 | -0.120 | -0.003 | -0.001 |
| 2021 | 0.103 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.110 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.