Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.133 | 0 | 84 |
| 1 month | 0.104 | 0 | 16 |
| 3 months | -0.076 | 0 | 79 |
| 1 year | -0.163 | 0 | 93 |
| 3 years | 0.062 | 0 | 54 |
| 5 years | 0.063 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.054 | — |
| 2024 | 0.173 | — |
| 2023 | 0.282 | — |
| 2022 | -0.061 | — |
| 2021 | 0.214 | — |
| 2020 | 0.099 | — |
| 2019 | 0.047 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.215 | — | — | — |
| 2025 | -0.050 | 0.062 | -0.069 | 0.008 |
| 2024 | 0.032 | 0.127 | 0.109 | -0.091 |
| 2023 | -0.008 | 0.113 | 0.036 | 0.121 |
| 2022 | -0.059 | -0.077 | 0.076 | 0.005 |
| 2021 | 0.070 | 0.057 | 0.089 | -0.014 |
| 2020 | -0.308 | 0.181 | 0.107 | 0.215 |
| 2019 | 0.029 | 0.001 | -0.021 | 0.039 |
| 2018 | -0.087 | 0.056 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.163 |
| 3 years | 0.062 |
| 5 years | 0.063 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.