Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | -0.036 | 0 | — |
| 3 months | -0.041 | 0 | — |
| 1 year | 0.340 | 0 | — |
| 3 years | 0.262 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.247 | — |
| 2024 | 0.291 | — |
| 2023 | 0.551 | — |
| 2022 | -0.269 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.041 | — | — | — |
| 2025 | -0.108 | 0.190 | 0.124 | 0.045 |
| 2024 | 0.081 | 0.088 | 0.010 | 0.087 |
| 2023 | 0.191 | 0.156 | -0.014 | 0.143 |
| 2022 | -0.069 | -0.192 | -0.004 | -0.023 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.340 |
| 3 years | 0.262 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.