Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 41 |
| 1 month | 0.015 | 0 | 53 |
| 3 months | 0.034 | 0 | 41 |
| 1 year | 0.081 | 0 | 37 |
| 3 years | 0.163 | 0 | 18 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.093 | — |
| 2024 | 0.253 | — |
| 2023 | 0.164 | — |
| 2022 | -0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | 0.019 | 0.069 | 0.041 |
| 2024 | 0.122 | 0.036 | 0.015 | 0.062 |
| 2023 | 0.043 | 0.062 | -0.011 | 0.062 |
| 2022 | -0.066 | -0.107 | 0.000 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.163 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.