Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 93 |
| 1 month | 0.002 | 0 | 70 |
| 3 months | -0.079 | 0 | 94 |
| 1 year | 0.138 | 0 | 71 |
| 3 years | 0.205 | 0 | 21 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.005 | — |
| 2024 | 0.344 | — |
| 2023 | 0.336 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.112 | 0.149 | -0.025 | 0 |
| 2024 | 0.070 | 0.148 | 0.104 | -0.009 |
| 2023 | -0.029 | 0.132 | 0.063 | 0.142 |
| 2022 | -0.108 | 0.116 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.205 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.