Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 18 |
| 1 month | 0.008 | 0 | 36 |
| 3 months | 0.020 | 0 | 27 |
| 1 year | 0.104 | 0 | 16 |
| 3 years | 0.080 | 0 | 13 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.108 | — |
| 2024 | 0.028 | — |
| 2023 | 0.090 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | 0.044 | 0.024 | 0.009 |
| 2024 | -0.001 | 0.002 | 0.065 | -0.035 |
| 2023 | 0.034 | -0.004 | -0.031 | 0.092 |
| 2022 | -0.079 | -0.072 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.104 |
| 3 years | 0.080 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.