Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.177 | 0 | 28 |
| 1 month | 0.174 | 0 | 35 |
| 3 months | 0.120 | 0 | 23 |
| 1 year | 0.589 | 0 | 33 |
| 3 years | 0.174 | 0 | 39 |
| 5 years | -0.002 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.338 | — |
| 2024 | 0.133 | — |
| 2023 | -0.093 | — |
| 2022 | -0.286 | — |
| 2021 | -0.088 | — |
| 2020 | 0.596 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.003 | — | — | — |
| 2025 | 0.022 | 0.090 | 0.214 | -0.011 |
| 2024 | -0.009 | 0.065 | 0.138 | -0.057 |
| 2023 | 0.069 | -0.079 | -0.091 | 0.014 |
| 2022 | -0.168 | -0.052 | -0.208 | 0.143 |
| 2021 | 0.010 | 0.080 | -0.143 | -0.024 |
| 2020 | -0.086 | 0.247 | 0.144 | 0.224 |
| 2019 | -0.002 | 0.021 | 0.154 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.589 |
| 3 years | 0.174 |
| 5 years | -0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.