Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | 70 |
| 1 month | 0.019 | 0 | 76 |
| 3 months | 0.020 | 0 | 67 |
| 1 year | 0.146 | 0 | 39 |
| 3 years | 0.159 | 0 | 23 |
| 5 years | 0.131 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.126 | — |
| 2024 | 0.191 | — |
| 2023 | 0.183 | — |
| 2022 | -0.095 | — |
| 2021 | 0.257 | — |
| 2020 | 0.115 | — |
| 2019 | 0.228 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | 0.063 | 0.092 | 0.041 |
| 2024 | 0.106 | 0.028 | -0.009 | 0.057 |
| 2023 | 0.052 | 0.041 | 0.009 | 0.070 |
| 2022 | -0.036 | -0.087 | 0.006 | 0.022 |
| 2021 | 0.046 | 0.074 | 0.030 | 0.086 |
| 2020 | -0.141 | 0.188 | 0.022 | 0.069 |
| 2019 | 0.095 | 0.064 | 0.048 | 0.007 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.159 |
| 5 years | 0.131 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.