Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 14 |
| 1 month | 0.007 | 0 | 32 |
| 3 months | 0.004 | 0 | 11 |
| 1 year | 0.134 | 0 | 28 |
| 3 years | 0.144 | 0 | 21 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.100 | — |
| 2024 | 0.135 | — |
| 2023 | 0.204 | — |
| 2022 | 0.051 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.061 | -0.017 | 0.054 |
| 2024 | 0.057 | 0.056 | 0.041 | -0.023 |
| 2023 | 0.008 | 0.080 | 0.039 | 0.065 |
| 2022 | 0.008 | -0.038 | 0.046 | 0.035 |
| 2021 | 0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.144 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.