Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | — |
| 1 month | -0.024 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.085 | 0 | — |
| 3 years | 0.093 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.092 | — |
| 2024 | 0.067 | — |
| 2023 | 0.181 | — |
| 2022 | -0.188 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | 0.081 | 0.032 | 0.016 |
| 2024 | 0.052 | 0.018 | 0.050 | -0.051 |
| 2023 | 0.068 | 0.066 | -0.054 | 0.097 |
| 2022 | -0.078 | -0.136 | -0.075 | 0.103 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.