Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 30 |
| 1 month | 0.076 | 0 | 56 |
| 3 months | 0.048 | 0 | 21 |
| 1 year | 0.251 | 0 | 32 |
| 3 years | 0.172 | 0 | 18 |
| 5 years | 0.118 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.067 | — |
| 2024 | 0.265 | — |
| 2023 | 0.196 | — |
| 2022 | -0.126 | — |
| 2021 | 0.310 | — |
| 2020 | 0.063 | — |
| 2019 | 0.299 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.017 | — | — | — |
| 2025 | -0.059 | 0.026 | 0.071 | 0.031 |
| 2024 | 0.113 | 0.034 | 0.021 | 0.076 |
| 2023 | 0.059 | 0.063 | -0.006 | 0.068 |
| 2022 | -0.030 | -0.107 | 0.001 | 0.008 |
| 2021 | 0.092 | 0.068 | 0.023 | 0.098 |
| 2020 | -0.192 | 0.166 | 0.033 | 0.092 |
| 2019 | 0.145 | 0.025 | 0.050 | 0.054 |
| 2018 | 0.072 | 0.055 | -0.120 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.251 |
| 3 years | 0.172 |
| 5 years | 0.118 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.