Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.017 | 0 | — |
| 1 year | 0.060 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.039 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.060 | — |
| 2024 | 0.065 | — |
| 2023 | 0.131 | — |
| 2022 | -0.080 | — |
| 2021 | 0.023 | — |
| 2020 | 0.017 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.025 | 0.022 | 0.012 |
| 2024 | 0.012 | 0.008 | 0.025 | 0.018 |
| 2023 | 0.033 | 0.016 | 0.015 | 0.062 |
| 2022 | -0.044 | -0.101 | -0.008 | 0.079 |
| 2021 | 0.012 | 0.010 | 0.003 | -0.002 |
| 2020 | -0.141 | 0.108 | 0.024 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.067 |
| 5 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.