Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.102 | 0 | 58 |
| 1 month | 0.096 | 0 | 33 |
| 3 months | 0.079 | 0 | 52 |
| 1 year | 0.102 | 0 | 29 |
| 3 years | 0.077 | 0 | 11 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.034 | — |
| 2024 | 0.039 | — |
| 2023 | 0.099 | — |
| 2022 | -0.230 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | -0.009 | 0.058 | 0.003 |
| 2024 | -0.014 | -0.016 | 0.136 | -0.058 |
| 2023 | -0.013 | 0.022 | -0.048 | 0.144 |
| 2022 | -0.021 | -0.159 | -0.116 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.