Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 100 |
| 1 month | 0.023 | 0 | 65 |
| 3 months | 0.049 | 0 | 95 |
| 1 year | 0.133 | 0 | 95 |
| 3 years | 0.083 | 0 | 89 |
| 5 years | 0.016 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.116 | — |
| 2024 | 0.044 | — |
| 2023 | 0.054 | — |
| 2022 | -0.161 | — |
| 2021 | 0.014 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | 0.050 | 0.021 | 0.016 |
| 2024 | 0.014 | 0.013 | 0.054 | -0.035 |
| 2023 | 0.037 | -0.004 | -0.031 | 0.053 |
| 2022 | -0.060 | -0.078 | -0.070 | 0.041 |
| 2021 | 0.000 | 0.037 | -0.028 | 0.006 |
| 2020 | 0.084 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.133 |
| 3 years | 0.083 |
| 5 years | 0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.