Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.018 | 0 | — |
| 1 month | -0.028 | 0 | — |
| 3 months | -0.018 | 0 | — |
| 1 year | 0.034 | 0 | — |
| 3 years | 0.044 | 0 | — |
| 5 years | -0.004 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.068 | — |
| 2024 | 0.039 | — |
| 2023 | 0.069 | — |
| 2022 | -0.173 | — |
| 2021 | -0.010 | — |
| 2020 | 0.062 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.018 | — | — | — |
| 2025 | 0.014 | 0.019 | 0.021 | 0.012 |
| 2024 | 0.008 | 0.001 | 0.043 | -0.013 |
| 2023 | 0.023 | -0.002 | -0.018 | 0.066 |
| 2022 | -0.082 | -0.108 | -0.038 | 0.049 |
| 2021 | -0.027 | 0.026 | -0.002 | -0.006 |
| 2020 | -0.084 | 0.087 | 0.020 | 0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.026 |
| 5 years | -0.014 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.