Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.146 | 0 | — |
| 1 month | 0.057 | 0 | — |
| 3 months | 0.078 | 0 | — |
| 1 year | 0.339 | 0 | — |
| 3 years | 0.178 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.151 | — |
| 2024 | 0.197 | — |
| 2023 | 0.069 | — |
| 2022 | -0.183 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.027 | — | — | — |
| 2025 | -0.017 | 0.039 | 0.083 | 0.040 |
| 2024 | 0.086 | 0.039 | -0.016 | 0.078 |
| 2023 | 0.012 | 0.045 | -0.029 | 0.041 |
| 2022 | -0.073 | -0.066 | -0.076 | 0.021 |
| 2021 | 0.005 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.227 |
| 3 years | 0.145 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.