Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0 | 0 | 23 |
| 1 month | 0 | 0 | 37 |
| 3 months | 0 | 0 | 25 |
| 1 year | 0 | 0 | 24 |
| 3 years | 0 | 0 | 58 |
| 5 years | 0 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.130 | — |
| 2021 | 0.180 | — |
| 2020 | 0 | — |
| 2019 | 0.190 | — |
| 2018 | -0.128 | — |
| 2017 | 0.164 | — |
| 2016 | 0.025 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.121 | 0.033 | -0.040 | — |
| 2022 | -0.089 | -0.106 | -0.048 | 0.121 |
| 2021 | 0.064 | 0.050 | 0.008 | 0.048 |
| 2020 | -0.236 | 0.174 | 0.006 | 0.109 |
| 2019 | 0.115 | 0.036 | 0.001 | 0.029 |
| 2018 | -0.018 | 0.023 | 0.005 | -0.136 |
| 2017 | 0.089 | 0.019 | 0.051 | -0.003 |
| 2016 | -0.074 | -0.045 | 0.071 | 0.082 |
| 2015 | -0.041 | -0.084 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.090 |
| 5 years | 0.040 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.