Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 6 |
| 1 month | 0.003 | 0 | 63 |
| 3 months | 0.003 | 0 | 8 |
| 1 year | 0.031 | 0 | 7 |
| 3 years | 0.056 | 0 | 24 |
| 5 years | 0.023 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.065 | — |
| 2024 | 0.051 | — |
| 2023 | 0.069 | — |
| 2022 | -0.067 | — |
| 2021 | -0.005 | — |
| 2020 | 0.035 | — |
| 2019 | 0.052 | — |
| 2018 | -0.006 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.001 | 0.015 | — | — |
| 2025 | 0.017 | 0.018 | 0.017 | 0.011 |
| 2024 | 0.007 | 0.010 | 0.031 | 0.002 |
| 2023 | 0.017 | 0.002 | 0.009 | 0.040 |
| 2022 | -0.034 | -0.028 | -0.026 | 0.020 |
| 2021 | -0.004 | 0.005 | 0.000 | -0.006 |
| 2020 | -0.043 | 0.055 | 0.013 | 0.013 |
| 2019 | 0.022 | 0.017 | 0.007 | 0.006 |
| 2018 | -0.006 | -0.004 | 0.003 | 0.001 |
| 2017 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.052 |
| 5 years | 0.021 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.