Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0.100 | 77 |
| 1 month | -0.037 | 0.030 | 94 |
| 3 months | -0.056 | 0.082 | 85 |
| 1 year | -0.019 | 0.408 | 66 |
| 3 years | 0.129 | 0.192 | 16 |
| 5 years | 0.134 | 0.185 | 1 |
| 10 years | 0 | 0.118 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.302 | — |
| 2021 | 0.091 | — |
| 2020 | 0.883 | 0.327 |
| 2019 | 0.305 | 0.304 |
| 2018 | -0.006 | -0.078 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.105 | — | — | — |
| 2022 | -0.128 | -0.267 | -0.046 | 0.145 |
| 2021 | 0.017 | 0.110 | 0.029 | -0.060 |
| 2020 | -0.084 | 0.402 | 0.211 | 0.211 |
| 2019 | 0.097 | 0.020 | -0.012 | 0.180 |
| 2018 | 0.072 | 0.027 | 0.080 | -0.163 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | 0.126 |
| 5 years | 0.139 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.