Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 41 |
| 1 month | 0.002 | 0 | 91 |
| 3 months | 0.024 | 0 | 12 |
| 1 year | 0.081 | 0 | 19 |
| 3 years | 0.067 | 0 | 47 |
| 5 years | 0.012 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.095 | — |
| 2024 | 0.025 | — |
| 2023 | 0.077 | — |
| 2022 | -0.146 | — |
| 2021 | 0.012 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.019 | 0.032 | 0.020 |
| 2024 | 0.003 | -0.005 | 0.044 | -0.016 |
| 2023 | 0.030 | 0.011 | -0.035 | 0.072 |
| 2022 | -0.048 | -0.073 | -0.049 | 0.017 |
| 2021 | -0.002 | 0.020 | -0.002 | -0.004 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.067 |
| 5 years | 0.012 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.