Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 42 |
| 1 month | -0.011 | 0 | 67 |
| 3 months | 0.013 | 0 | 34 |
| 1 year | 0.243 | 0 | 4 |
| 3 years | 0.310 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.281 | — |
| 2024 | 0.471 | — |
| 2023 | 0.320 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | 0.207 | 0.103 | -0.010 |
| 2024 | 0.168 | 0.049 | 0.007 | 0.192 |
| 2023 | 0.166 | 0.087 | -0.031 | 0.074 |
| 2022 | -0.195 | -0.006 | -0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.243 |
| 3 years | 0.310 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.