Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0 | 31 |
| 1 month | 0.014 | 0 | 32 |
| 3 months | 0.031 | 0 | 38 |
| 1 year | 0.242 | 0 | 28 |
| 3 years | 0.224 | 0 | 44 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.090 | — |
| 2024 | 0.361 | — |
| 2023 | 0.335 | — |
| 2022 | -0.304 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.193 | 0.187 | 0.146 | -0.007 |
| 2024 | 0.157 | 0.084 | -0.040 | 0.130 |
| 2023 | 0.195 | 0.093 | -0.071 | 0.100 |
| 2022 | -0.127 | -0.219 | 0.044 | -0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.205 |
| 3 years | 0.212 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.