Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 26 |
| 1 month | 0.030 | 0 | 53 |
| 3 months | 0.110 | 0 | 38 |
| 1 year | 0.408 | 0 | 12 |
| 3 years | 0.215 | 0 | 18 |
| 5 years | 0.125 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.371 | — |
| 2024 | 0.093 | — |
| 2023 | 0.170 | — |
| 2022 | -0.111 | — |
| 2021 | 0.090 | — |
| 2020 | 0.165 | — |
| 2019 | 0.171 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.063 | 0.105 | 0.087 | 0.074 |
| 2024 | 0.068 | -0.005 | 0.092 | -0.058 |
| 2023 | 0.104 | 0.024 | -0.043 | 0.082 |
| 2022 | -0.042 | -0.106 | -0.100 | 0.154 |
| 2021 | 0.074 | 0.019 | -0.026 | 0.023 |
| 2020 | -0.225 | 0.170 | 0.072 | 0.199 |
| 2019 | 0.075 | 0.036 | -0.033 | 0.087 |
| 2018 | -0.007 | 0.029 | -0.143 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.408 |
| 3 years | 0.215 |
| 5 years | 0.125 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.