Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.167 | 0 | 72 |
| 1 month | -0.103 | 0 | 66 |
| 3 months | 0.606 | 0 | 24 |
| 1 year | 1.757 | 0 | 26 |
| 3 years | 0.587 | 0 | 16 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 1.555 | — |
| 2024 | 0.159 | — |
| 2023 | 0.075 | — |
| 2022 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.162 | 0.057 | 0.321 | 0.575 |
| 2024 | 0.006 | 0.183 | 0.025 | -0.050 |
| 2023 | 0.054 | -0.045 | 0.042 | 0.024 |
| 2022 | -0.110 | -0.046 | 0.192 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 1.757 |
| 3 years | 0.587 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.