Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 45 |
| 1 month | 0.014 | 0 | 51 |
| 3 months | 0.010 | 0 | 49 |
| 1 year | 0.290 | 0 | 20 |
| 3 years | 0.189 | 0 | 33 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.227 | — |
| 2024 | 0.088 | — |
| 2023 | 0.168 | — |
| 2022 | 0.118 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.052 | 0.099 | -0.035 | 0.099 |
| 2024 | 0.012 | 0.084 | 0.043 | -0.050 |
| 2023 | -0.058 | 0.143 | 0.021 | 0.063 |
| 2022 | -0.037 | -0.063 | 0.138 | 0.089 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.290 |
| 3 years | 0.189 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.