Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 67 |
| 1 month | 0.002 | 0 | 80 |
| 3 months | -0.044 | 0 | 82 |
| 1 year | 0.128 | 0 | 88 |
| 3 years | 0.185 | 0 | 67 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.038 | — |
| 2024 | 0.270 | — |
| 2023 | 0.236 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.095 | -0.019 | 0.010 |
| 2024 | 0.044 | 0.136 | 0.112 | -0.037 |
| 2023 | -0.056 | 0.134 | 0.069 | 0.081 |
| 2022 | -0.079 | 0.129 | 0.006 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.128 |
| 3 years | 0.185 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.