Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.024 | 0 | — |
| 1 year | -0.004 | 0 | — |
| 3 years | 0.040 | 0 | — |
| 5 years | 0.008 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.013 | — |
| 2024 | 0.081 | — |
| 2023 | 0.038 | — |
| 2022 | -0.154 | — |
| 2021 | 0.081 | — |
| 2020 | -0.043 | — |
| 2019 | 0.069 | — |
| 2018 | -0.082 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | -0.027 | 0.034 | 0.023 |
| 2024 | 0.044 | 0.017 | 0.004 | 0.015 |
| 2023 | 0.009 | 0.009 | -0.012 | 0.032 |
| 2022 | -0.054 | -0.068 | -0.034 | -0.007 |
| 2021 | 0.024 | 0.027 | -0.006 | 0.034 |
| 2020 | -0.061 | 0.009 | -0.002 | 0.013 |
| 2019 | 0.045 | 0.004 | -0.005 | 0.024 |
| 2018 | -0.045 | 0.027 | 0.013 | -0.076 |
| 2017 | 0.018 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.040 |
| 5 years | 0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.