Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 82 |
| 1 month | -0.016 | 0 | 42 |
| 3 months | -0.009 | 0 | 82 |
| 1 year | 0.031 | 0 | 82 |
| 3 years | 0.029 | 0 | 90 |
| 5 years | -0.005 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.053 | — |
| 2024 | 0.043 | — |
| 2023 | 0.024 | — |
| 2022 | -0.102 | — |
| 2021 | -0.027 | — |
| 2020 | 0.040 | — |
| 2019 | 0.084 | — |
| 2018 | -0.020 | — |
| 2017 | 0.050 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.009 | — | — | — |
| 2025 | 0.011 | 0.011 | 0.031 | -0.001 |
| 2024 | 0.010 | 0.009 | 0.030 | -0.005 |
| 2023 | 0.022 | -0.003 | -0.035 | 0.041 |
| 2022 | -0.061 | -0.043 | -0.036 | 0.036 |
| 2021 | -0.003 | 0.008 | -0.008 | -0.024 |
| 2020 | -0.067 | 0.066 | 0.022 | 0.024 |
| 2019 | 0.036 | 0.019 | 0.014 | 0.012 |
| 2018 | -0.014 | -0.012 | 0.005 | 0.001 |
| 2017 | 0.022 | 0.010 | 0.013 | 0.005 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.005 |
| 5 years | -0.019 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.