Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 65 |
| 1 month | 0.022 | 0 | 41 |
| 3 months | 0.038 | 0 | 64 |
| 1 year | 0.216 | 0 | 65 |
| 3 years | 0.165 | 0 | 63 |
| 5 years | 0.083 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.216 | — |
| 2024 | 0.053 | — |
| 2023 | 0.247 | — |
| 2022 | -0.242 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0.110 | 0.092 | 0.027 |
| 2024 | 0.073 | -0.005 | 0.046 | -0.058 |
| 2023 | 0.102 | 0.052 | -0.052 | 0.133 |
| 2022 | -0.136 | -0.155 | -0.070 | 0.117 |
| 2021 | 0.043 | -0.003 | 0.127 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.216 |
| 3 years | 0.165 |
| 5 years | 0.083 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.