Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 73 |
| 1 month | -0.050 | 0 | 90 |
| 3 months | -0.013 | 0 | 73 |
| 1 year | -0.060 | 0 | 97 |
| 3 years | 0.011 | 0 | 90 |
| 5 years | 0.033 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.007 | — |
| 2024 | 0.049 | — |
| 2023 | 0.006 | — |
| 2022 | 0.076 | — |
| 2021 | 0.085 | — |
| 2020 | -0.153 | — |
| 2019 | -0.145 | — |
| 2018 | -0.040 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.013 | — | — | — |
| 2025 | 0.058 | -0.098 | 0.045 | 0.010 |
| 2024 | 0.033 | 0.007 | 0.047 | -0.037 |
| 2023 | 0.015 | 0.019 | 0.004 | -0.031 |
| 2022 | 0.011 | 0.057 | -0.003 | 0.011 |
| 2021 | 0.039 | 0.065 | -0.017 | -0.002 |
| 2020 | -0.082 | -0.044 | 0.017 | -0.050 |
| 2019 | -0.050 | -0.053 | -0.007 | -0.043 |
| 2018 | -0.008 | -0.005 | -0.036 | 0.010 |
| 2017 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.011 |
| 5 years | 0.033 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.