Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.050 | 0 | — |
| 1 month | 0.122 | 0 | — |
| 3 months | 0.022 | 0 | — |
| 1 year | 0.354 | 0 | — |
| 3 years | 0.175 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.209 | — |
| 2024 | 0.151 | — |
| 2023 | 0.240 | — |
| 2022 | -0.237 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.064 | — | — | — |
| 2025 | -0.057 | 0.121 | 0.112 | 0.027 |
| 2024 | 0.073 | 0.068 | 0.010 | -0.005 |
| 2023 | 0.133 | 0.056 | -0.061 | 0.105 |
| 2022 | -0.081 | -0.178 | -0.083 | 0.102 |
| 2021 | 0.050 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.300 |
| 3 years | 0.160 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.