Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 37 |
| 1 month | 0.002 | 0 | 58 |
| 3 months | 0.087 | 0 | 27 |
| 1 year | 0.218 | 0 | 21 |
| 3 years | 0.080 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.226 | — |
| 2024 | -0.065 | — |
| 2023 | 0.141 | — |
| 2022 | -0.029 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | 0.073 | 0.030 | 0.084 |
| 2024 | 0.019 | -0.050 | 0.032 | -0.063 |
| 2023 | 0.082 | -0.009 | 0.019 | 0.044 |
| 2022 | -0.078 | -0.069 | -0.022 | 0.156 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.218 |
| 3 years | 0.080 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.