Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.174 | 0 | 1 |
| 1 month | 0.072 | 0 | 3 |
| 3 months | 0.275 | 0 | 2 |
| 1 year | 0.665 | 0 | 1 |
| 3 years | 0.221 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.512 | — |
| 2024 | 0.029 | — |
| 2023 | 0.016 | — |
| 2022 | 0.011 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.078 | 0.003 | 0.175 | 0.190 |
| 2024 | 0.014 | 0.008 | 0.026 | -0.018 |
| 2023 | 0.027 | -0.042 | 0.004 | 0.030 |
| 2022 | 0.113 | -0.124 | -0.004 | 0.041 |
| 2021 | 0.029 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.581 |
| 3 years | 0.201 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.