Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.073 | 0 | 5 |
| 1 month | 0.038 | 0 | 5 |
| 3 months | 0.080 | 0 | 6 |
| 1 year | 0.079 | 0 | 25 |
| 3 years | 0.045 | 0 | 53 |
| 5 years | 0.010 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.006 | — |
| 2024 | 0.022 | — |
| 2023 | 0.050 | — |
| 2022 | -0.130 | — |
| 2021 | 0.028 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | -0.015 | 0.004 | 0.021 |
| 2024 | 0.033 | 0.008 | 0.003 | -0.021 |
| 2023 | 0.030 | 0.009 | -0.005 | 0.015 |
| 2022 | -0.046 | -0.064 | -0.032 | 0.007 |
| 2021 | 0.003 | 0.036 | -0.029 | 0.020 |
| 2020 | 0.040 | 0.012 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.026 |
| 5 years | -0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.