Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | — |
| 1 month | 0.000 | 0 | — |
| 3 months | -0.025 | 0 | — |
| 1 year | 0.092 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.040 | — |
| 2024 | 0.089 | — |
| 2023 | 0.053 | — |
| 2022 | 0.071 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.029 | — | — | — |
| 2025 | 0.013 | -0.039 | 0.037 | 0.031 |
| 2024 | 0.079 | -0.007 | -0.009 | 0.026 |
| 2023 | -0.004 | 0.018 | 0.058 | -0.018 |
| 2022 | -0.029 | 0.056 | 0.022 | 0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.069 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.