Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | 0 | 0 | — |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.078 | — |
| 2024 | 0.245 | — |
| 2023 | 0.469 | — |
| 2022 | -0.340 | — |
| 2021 | 0.173 | — |
| 2020 | 0.323 | — |
| 2019 | 0.241 | — |
| 2018 | 0.113 | — |
| 2017 | 0.281 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.006 | 0.095 | 0.008 |
| 2024 | 0.144 | 0.011 | 0.026 | 0.049 |
| 2023 | 0.166 | 0.138 | -0.004 | 0.111 |
| 2022 | -0.132 | -0.227 | 0.023 | -0.038 |
| 2021 | -0.007 | 0.107 | 0.028 | 0.038 |
| 2020 | -0.057 | 0.231 | 0.100 | 0.036 |
| 2019 | 0.137 | 0.021 | -0.003 | 0.072 |
| 2018 | 0.082 | 0.081 | 0.046 | -0.090 |
| 2017 | 0.096 | 0.054 | 0.027 | 0.080 |
| 2016 | -0.005 | 0.090 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.