Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.141 | 0 | 22 |
| 1 month | 0.092 | 0 | 28 |
| 3 months | 0.105 | 0 | 29 |
| 1 year | 0.290 | 0 | 15 |
| 3 years | 0.142 | 0 | 55 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.190 | — |
| 2024 | 0.092 | — |
| 2023 | -0.007 | — |
| 2022 | -0.016 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | 0.029 | 0.038 | 0.022 |
| 2024 | 0.002 | -0.002 | 0.138 | -0.040 |
| 2023 | 0.016 | -0.021 | -0.096 | 0.105 |
| 2022 | 0.045 | -0.044 | -0.077 | 0.067 |
| 2021 | 0.039 | 0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.290 |
| 3 years | 0.142 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.