Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 49 |
| 1 month | 0.012 | 0 | 53 |
| 3 months | 0.024 | 0 | 61 |
| 1 year | 0.074 | 0 | 75 |
| 3 years | 0.072 | 0 | 64 |
| 5 years | 0.027 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.067 | — |
| 2024 | 0.066 | — |
| 2023 | 0.068 | — |
| 2022 | -0.134 | — |
| 2021 | 0.064 | — |
| 2020 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | 0.025 | 0.020 | 0.017 |
| 2024 | 0.033 | 0.007 | 0.041 | -0.015 |
| 2023 | 0.019 | 0.005 | -0.017 | 0.061 |
| 2022 | -0.080 | -0.058 | -0.018 | 0.018 |
| 2021 | 0.021 | 0.028 | -0.015 | 0.028 |
| 2020 | -0.118 | 0.099 | 0.036 | 0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.061 |
| 5 years | 0.021 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.