Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.143 | 0 | 46 |
| 1 month | 0.063 | 0 | 42 |
| 3 months | 0.157 | 0 | 59 |
| 1 year | 0.309 | 0 | 56 |
| 3 years | 0.169 | 0 | 40 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.168 | — |
| 2024 | 0.147 | — |
| 2023 | 0.058 | — |
| 2022 | -0.153 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | 0.023 | 0.109 | 0.042 |
| 2024 | 0.048 | 0.060 | 0.042 | -0.009 |
| 2023 | 0.021 | 0.008 | 0.002 | 0.026 |
| 2022 | -0.046 | -0.062 | -0.059 | 0.005 |
| 2021 | -0.059 | 0.008 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.309 |
| 3 years | 0.169 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.