Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 92 |
| 1 month | -0.040 | 0 | 99 |
| 3 months | -0.014 | 0 | 92 |
| 1 year | 0.035 | 0 | 44 |
| 3 years | 0.036 | 0 | 71 |
| 5 years | 0.022 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.073 | — |
| 2024 | -0.005 | — |
| 2023 | 0.045 | — |
| 2022 | 0.022 | — |
| 2021 | -0.005 | — |
| 2020 | 0.130 | — |
| 2019 | 0.101 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.014 | — | — | — |
| 2025 | 0.022 | 0.027 | 0.012 | 0.010 |
| 2024 | -0.003 | -0.008 | 0.047 | -0.040 |
| 2023 | -0.011 | -0.009 | -0.021 | 0.089 |
| 2022 | -0.009 | -0.015 | 0.031 | 0.016 |
| 2021 | 0.004 | 0.002 | -0.006 | -0.005 |
| 2020 | 0.034 | 0.050 | 0.015 | 0.026 |
| 2019 | 0.028 | 0.044 | 0.024 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.019 |
| 5 years | 0.012 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.