Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 95 |
| 1 month | -0.001 | 0 | 97 |
| 3 months | 0.012 | 0 | 88 |
| 1 year | 0.030 | 0 | 85 |
| 3 years | 0.074 | 0 | 59 |
| 5 years | 0.027 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.035 | — |
| 2024 | 0.099 | — |
| 2023 | 0.104 | — |
| 2022 | -0.142 | — |
| 2021 | 0.059 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.040 | 0.023 | 0.016 |
| 2024 | 0.054 | 0.010 | 0.004 | 0.029 |
| 2023 | 0.031 | 0.019 | -0.028 | 0.081 |
| 2022 | -0.051 | -0.077 | -0.020 | -0.001 |
| 2021 | 0.017 | 0.020 | 0.001 | 0.021 |
| 2020 | 0.036 | 0.014 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.004 |
| 3 years | 0.065 |
| 5 years | 0.022 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.