Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 72 |
| 1 month | -0.071 | 0 | 47 |
| 3 months | -0.038 | 0 | 72 |
| 1 year | 0.071 | 0 | 51 |
| 3 years | 0.046 | 0 | 55 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.060 | — |
| 2024 | 0.167 | — |
| 2023 | -0.006 | — |
| 2022 | -0.070 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.038 | — | — | — |
| 2025 | -0.047 | 0.017 | 0.063 | 0.029 |
| 2024 | 0.062 | 0.001 | 0.103 | -0.005 |
| 2023 | 0.034 | -0.026 | -0.006 | -0.007 |
| 2022 | 0.015 | -0.101 | 0.011 | 0.009 |
| 2021 | 0 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.