Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.156 | 0 | 1 |
| 1 month | 0.100 | 0 | 1 |
| 3 months | 0.138 | 0 | 1 |
| 1 year | 0.453 | 0 | 1 |
| 3 years | 0.371 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.248 | — |
| 2024 | 0.607 | — |
| 2023 | 0.119 | — |
| 2022 | -0.193 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | 0.204 | 0.089 | 0.016 |
| 2024 | 0.304 | 0.080 | 0.101 | 0.037 |
| 2023 | 0.053 | 0.025 | -0.044 | 0.084 |
| 2022 | -0.122 | -0.167 | 0.086 | 0.017 |
| 2021 | 0.090 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.453 |
| 3 years | 0.371 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.