Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 99 |
| 1 month | -0.014 | 0 | 99 |
| 3 months | 0.001 | 0 | 98 |
| 1 year | 0.004 | 0 | 96 |
| 3 years | 0.025 | 0 | 92 |
| 5 years | 0.013 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.017 | — |
| 2024 | 0.044 | — |
| 2023 | 0.026 | — |
| 2022 | -0.031 | — |
| 2021 | 0.028 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.007 | 0.024 | -0.004 |
| 2024 | 0.004 | 0.010 | 0.028 | 0.002 |
| 2023 | 0.002 | -0.005 | 0.005 | 0.024 |
| 2022 | -0.001 | -0.029 | -0.004 | 0.004 |
| 2021 | 0.016 | 0.009 | 0.006 | -0.003 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.015 |
| 5 years | 0.007 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.