Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 48 |
| 1 month | -0.020 | 0 | 44 |
| 3 months | -0.007 | 0 | 48 |
| 1 year | 0.057 | 0 | 18 |
| 3 years | 0.068 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.095 | — |
| 2024 | 0.054 | — |
| 2023 | 0.090 | — |
| 2022 | -0.102 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.007 | — | — | — |
| 2025 | 0.028 | 0.025 | 0.025 | 0.014 |
| 2024 | 0.007 | 0.008 | 0.049 | -0.009 |
| 2023 | 0.026 | -0.001 | -0.007 | 0.072 |
| 2022 | -0.053 | -0.059 | -0.046 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.