Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 64 |
| 1 month | 0.103 | 0 | 11 |
| 3 months | 0.078 | 0 | 31 |
| 1 year | 0.065 | 0 | 81 |
| 3 years | 0.178 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.045 | — |
| 2024 | 0.293 | — |
| 2023 | 0.438 | — |
| 2022 | -0.350 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.123 | — | — | — |
| 2025 | -0.067 | 0.141 | 0.018 | -0.035 |
| 2024 | 0.130 | -0.008 | 0.034 | 0.115 |
| 2023 | 0.173 | 0.094 | 0.002 | 0.118 |
| 2022 | -0.176 | -0.235 | 0.079 | -0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.170 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.