Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.345 | 0 | 24 |
| 1 month | 0.086 | 0 | 80 |
| 3 months | 0.471 | 0 | 19 |
| 1 year | 2.397 | 0 | 7 |
| 3 years | 0.702 | 0 | 13 |
| 5 years | 0.345 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 1.760 | — |
| 2024 | 0.163 | — |
| 2023 | 0.043 | — |
| 2022 | 0.006 | — |
| 2021 | -0.157 | — |
| 2020 | 0.340 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.268 | 0.148 | 0.567 | 0.210 |
| 2024 | -0.032 | 0.151 | 0.161 | -0.101 |
| 2023 | 0.095 | -0.128 | -0.077 | 0.183 |
| 2022 | 0.173 | -0.213 | -0.062 | 0.161 |
| 2021 | -0.164 | 0.045 | -0.126 | 0.103 |
| 2020 | -0.147 | 0.548 | 0.097 | -0.074 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 2.227 |
| 3 years | 0.673 |
| 5 years | 0.332 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.