Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.107 | 0 | 81 |
| 1 month | 0.051 | 0 | 90 |
| 3 months | 0.085 | 0 | 84 |
| 1 year | 0.159 | 0 | 49 |
| 3 years | 0.048 | 0 | 91 |
| 5 years | 0.074 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.045 | — |
| 2024 | 0.008 | — |
| 2023 | 0.002 | — |
| 2022 | -0.022 | — |
| 2021 | 0.280 | — |
| 2020 | 0.097 | — |
| 2019 | 0.328 | — |
| 2018 | -0.069 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.020 | 0.015 | 0.020 |
| 2024 | -0.020 | 0.027 | 0.083 | -0.075 |
| 2023 | 0.023 | -0.013 | -0.085 | 0.085 |
| 2022 | 0.018 | -0.063 | -0.032 | 0.059 |
| 2021 | 0.091 | 0.035 | 0.021 | 0.110 |
| 2020 | -0.170 | 0.124 | 0.011 | 0.163 |
| 2019 | 0.155 | 0.033 | 0.061 | 0.049 |
| 2018 | -0.082 | 0.065 | 0.002 | -0.050 |
| 2017 | 0.021 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.048 |
| 5 years | 0.074 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.