Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 71 |
| 1 month | 0.012 | 0 | 55 |
| 3 months | 0.049 | 0 | 71 |
| 1 year | 0.235 | 0 | 23 |
| 3 years | 0.068 | 0 | 42 |
| 5 years | 0.017 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.238 | — |
| 2024 | 0.008 | — |
| 2023 | 0.000 | — |
| 2022 | -0.260 | — |
| 2021 | 0.201 | — |
| 2020 | 0.339 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.166 | 0.043 | 0.005 |
| 2024 | 0.004 | 0.035 | 0.006 | -0.036 |
| 2023 | 0.006 | 0.005 | -0.084 | 0.080 |
| 2022 | -0.113 | -0.145 | -0.104 | 0.089 |
| 2021 | 0.062 | 0.079 | 0.016 | 0.032 |
| 2020 | -0.244 | 0.287 | 0.146 | 0.200 |
| 2019 | 0.033 | -0.043 | 0.133 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.211 |
| 3 years | 0.061 |
| 5 years | 0.013 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.