Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 2 |
| 1 month | -0.008 | 0 | 97 |
| 3 months | 0.067 | 0 | 3 |
| 1 year | 0.203 | 0 | 10 |
| 3 years | 0.108 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.111 | — |
| 2024 | 0.086 | — |
| 2023 | 0.108 | — |
| 2022 | -0.066 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.105 | — | — | — |
| 2025 | 0.066 | -0.027 | 0.062 | 0.010 |
| 2024 | 0.106 | 0.008 | -0.063 | 0.040 |
| 2023 | 0.055 | 0.065 | 0.017 | -0.030 |
| 2022 | -0.076 | -0.053 | 0.073 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.089 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.