Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 79 |
| 1 month | 0.013 | 0 | 72 |
| 3 months | -0.080 | 0 | 75 |
| 1 year | -0.113 | 0 | 89 |
| 3 years | 0.065 | 0 | 51 |
| 5 years | 0.084 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.161 | — |
| 2024 | 0.248 | — |
| 2023 | 0.235 | — |
| 2022 | -0.004 | — |
| 2021 | 0.317 | — |
| 2020 | 0.005 | — |
| 2019 | 0.068 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | -0.024 | -0.070 | 0.007 |
| 2024 | 0.060 | 0.135 | 0.062 | -0.023 |
| 2023 | -0.026 | 0.115 | 0.059 | 0.073 |
| 2022 | -0.041 | -0.015 | 0.146 | -0.081 |
| 2021 | 0.119 | 0.044 | 0.119 | 0.008 |
| 2020 | -0.290 | 0.154 | 0.060 | 0.159 |
| 2019 | 0.049 | -0.013 | 0.020 | 0.011 |
| 2018 | -0.083 | 0.068 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.113 |
| 3 years | 0.065 |
| 5 years | 0.084 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.