Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.068 | 0 | 49 |
| 1 month | 0.097 | 0 | 5 |
| 3 months | 0.050 | 0 | 68 |
| 1 year | 0.062 | 0 | 75 |
| 3 years | 0.076 | 0 | 84 |
| 5 years | 0.088 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.019 | — |
| 2024 | 0.135 | — |
| 2023 | 0.053 | — |
| 2022 | 0.001 | — |
| 2021 | 0.160 | — |
| 2020 | -0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.000 | 0.035 | 0.012 |
| 2024 | 0.048 | -0.025 | 0.112 | -0.002 |
| 2023 | 0.085 | 0.019 | -0.110 | 0.070 |
| 2022 | 0.008 | 0.013 | -0.016 | -0.004 |
| 2021 | 0.031 | 0.044 | 0.008 | 0.071 |
| 2020 | -0.005 | 0.017 | -0.008 | -0.022 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.058 |
| 5 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.