Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 37 |
| 1 month | -0.001 | 0 | 86 |
| 3 months | 0.017 | 0 | 39 |
| 1 year | 0.070 | 0 | 40 |
| 3 years | 0.095 | 0 | 21 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.082 | — |
| 2024 | 0.090 | — |
| 2023 | 0.131 | — |
| 2022 | -0.117 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.029 | 0.026 | 0.008 |
| 2024 | 0.025 | 0.013 | 0.044 | 0.005 |
| 2023 | 0.033 | 0.024 | 0.003 | 0.066 |
| 2022 | -0.047 | -0.106 | -0.011 | 0.048 |
| 2021 | 0.001 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.087 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.