Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.146 | 0 | 19 |
| 1 month | 0.090 | 0 | 25 |
| 3 months | 0.128 | 0 | 40 |
| 1 year | 0.358 | 0 | 31 |
| 3 years | 0.141 | 0 | 44 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.240 | — |
| 2024 | 0.006 | — |
| 2023 | 0.020 | — |
| 2022 | -0.075 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.089 | 0.084 | 0.016 | 0.034 |
| 2024 | -0.020 | -0.012 | 0.151 | -0.097 |
| 2023 | 0.019 | -0.002 | -0.113 | 0.131 |
| 2022 | 0.054 | -0.063 | -0.136 | 0.085 |
| 2021 | 0.019 | 0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.290 |
| 3 years | 0.122 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.