Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 65 |
| 1 month | 0.037 | 0 | 75 |
| 3 months | 0.043 | 0 | 63 |
| 1 year | 0.132 | 0 | 72 |
| 3 years | 0.105 | 0 | 94 |
| 5 years | 0.109 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.102 | — |
| 2024 | 0.146 | — |
| 2023 | 0.080 | — |
| 2022 | 0.006 | — |
| 2021 | 0.210 | — |
| 2020 | 0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | 0.029 | 0.055 | 0.023 |
| 2024 | 0.065 | -0.025 | 0.085 | 0.018 |
| 2023 | 0.032 | 0.008 | -0.040 | 0.081 |
| 2022 | 0.031 | -0.085 | -0.014 | 0.082 |
| 2021 | 0.093 | 0.058 | -0.006 | 0.052 |
| 2020 | -0.194 | 0.073 | 0.048 | 0.135 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.132 |
| 3 years | 0.105 |
| 5 years | 0.109 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.