Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 45 |
| 1 month | 0.009 | 0 | 52 |
| 3 months | 0.018 | 0 | 57 |
| 1 year | 0.121 | 0 | 10 |
| 3 years | 0.117 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.136 | — |
| 2024 | 0.099 | — |
| 2023 | 0.098 | — |
| 2022 | -0.073 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | 0.037 | 0.047 | 0.013 |
| 2024 | 0.009 | 0.025 | 0.061 | 0.001 |
| 2023 | 0.021 | 0.020 | -0.027 | 0.083 |
| 2022 | -0.055 | -0.041 | -0.014 | 0.038 |
| 2021 | 0.012 | 0.010 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.117 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.