Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.169 | 0 | 31 |
| 1 month | 0.134 | 0 | 33 |
| 3 months | 0.074 | 0 | 37 |
| 1 year | 0.443 | 0 | 40 |
| 3 years | 0.183 | 0 | 40 |
| 5 years | 0.058 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.163 | — |
| 2024 | 0.143 | — |
| 2023 | 0.049 | — |
| 2022 | -0.154 | — |
| 2021 | 0.033 | — |
| 2020 | 0.105 | — |
| 2019 | 0.204 | — |
| 2018 | -0.107 | — |
| 2017 | 0.212 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.030 | — | — | — |
| 2025 | 0.001 | 0.019 | 0.090 | 0.046 |
| 2024 | 0.030 | 0.062 | 0.048 | -0.002 |
| 2023 | 0.011 | 0.018 | -0.014 | 0.034 |
| 2022 | -0.045 | -0.057 | -0.073 | 0.013 |
| 2021 | 0.071 | 0.031 | -0.067 | 0.002 |
| 2020 | -0.212 | 0.171 | 0.037 | 0.155 |
| 2019 | 0.119 | -0.009 | 0.003 | 0.082 |
| 2018 | -0.009 | -0.031 | -0.008 | -0.062 |
| 2017 | 0.106 | -0.001 | 0.041 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.438 |
| 3 years | 0.181 |
| 5 years | 0.058 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.