Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 73 |
| 1 month | 0.017 | 0 | 78 |
| 3 months | 0.016 | 0 | 75 |
| 1 year | 0.058 | 0 | 78 |
| 3 years | 0.077 | 0 | 57 |
| 5 years | 0.035 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.056 | — |
| 2024 | 0.085 | — |
| 2023 | 0.080 | — |
| 2022 | -0.112 | — |
| 2021 | 0.034 | — |
| 2020 | 0.074 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.010 | 0.014 | 0.029 | 0.003 |
| 2024 | 0.020 | 0.010 | 0.047 | 0.006 |
| 2023 | 0.037 | -0.003 | -0.032 | 0.078 |
| 2022 | -0.063 | -0.070 | -0.002 | 0.022 |
| 2021 | -0.020 | 0.025 | 0.002 | 0.026 |
| 2020 | -0.049 | 0.073 | 0.021 | 0.031 |
| 2019 | 0.024 | 0.011 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.077 |
| 5 years | 0.035 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.