Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.134 | 0 | — |
| 1 month | 0.089 | 0 | — |
| 3 months | 0.102 | 0 | — |
| 1 year | 0.182 | 0 | — |
| 3 years | 0.117 | 0 | — |
| 5 years | 0.117 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.077 | — |
| 2024 | 0.107 | — |
| 2023 | 0.025 | — |
| 2022 | 0.012 | — |
| 2021 | 0.187 | — |
| 2020 | -0.060 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.007 | 0.023 | 0.021 |
| 2024 | 0.013 | -0.008 | 0.093 | 0.008 |
| 2023 | 0.004 | 0.008 | -0.058 | 0.076 |
| 2022 | 0.054 | -0.029 | -0.019 | 0.009 |
| 2021 | 0.031 | 0.026 | 0.021 | 0.099 |
| 2020 | -0.202 | 0.088 | -0.011 | 0.095 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.098 |
| 5 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.