Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 68 |
| 1 month | 0.027 | 0 | 46 |
| 3 months | 0.072 | 0 | 65 |
| 1 year | 0.173 | 0 | 53 |
| 3 years | 0.085 | 0 | 46 |
| 5 years | 0.056 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.181 | — |
| 2024 | 0.017 | — |
| 2023 | 0.100 | — |
| 2022 | -0.193 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.027 | 0.107 | 0.003 | 0.037 |
| 2024 | 0.036 | -0.017 | 0.029 | -0.030 |
| 2023 | 0.059 | 0.010 | -0.056 | 0.090 |
| 2022 | -0.109 | -0.117 | -0.078 | 0.112 |
| 2021 | 0.058 | 0.022 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.047 |
| 5 years | 0.034 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.