Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.115 | 0 | 67 |
| 1 month | 0.067 | 0 | 65 |
| 3 months | 0.127 | 0 | 57 |
| 1 year | 0.266 | 0 | 38 |
| 3 years | 0.165 | 0 | 25 |
| 5 years | 0.086 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.141 | — |
| 2024 | 0.195 | — |
| 2023 | 0.067 | — |
| 2022 | -0.065 | — |
| 2021 | 0.063 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | 0.068 | 0.097 | 0.028 |
| 2024 | 0.093 | 0.052 | 0.030 | 0.008 |
| 2023 | 0.044 | 0.053 | -0.027 | -0.003 |
| 2022 | -0.029 | -0.023 | -0.053 | 0.041 |
| 2021 | 0.094 | 0.018 | -0.049 | 0.003 |
| 2020 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.266 |
| 3 years | 0.165 |
| 5 years | 0.086 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.