Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 37 |
| 1 month | 0.057 | 0 | 32 |
| 3 months | 0.095 | 0 | 6 |
| 1 year | 0.133 | 0 | 8 |
| 3 years | 0.116 | 0 | 7 |
| 5 years | 0.091 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.186 | — |
| 2024 | 0.103 | — |
| 2023 | 0.050 | — |
| 2022 | -0.132 | — |
| 2021 | 0.205 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.082 | -0.022 | 0.026 | 0.093 |
| 2024 | 0.064 | 0.048 | 0.025 | -0.036 |
| 2023 | 0.059 | 0.020 | -0.026 | -0.002 |
| 2022 | -0.033 | -0.111 | -0.045 | 0.057 |
| 2021 | 0.051 | 0.089 | -0.026 | 0.081 |
| 2020 | 0.008 | 0.054 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.105 |
| 5 years | 0.084 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.