Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 37 |
| 1 month | -0.024 | 0 | 19 |
| 3 months | -0.010 | 0 | 37 |
| 1 year | 0.025 | 0 | 61 |
| 3 years | 0.043 | 0 | 50 |
| 5 years | 0.013 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.058 | — |
| 2024 | 0.060 | — |
| 2023 | 0.044 | — |
| 2022 | -0.101 | — |
| 2021 | 0.054 | — |
| 2020 | -0.019 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.010 | — | — | — |
| 2025 | 0.021 | -0.008 | 0.024 | 0.020 |
| 2024 | 0.034 | 0.005 | 0.029 | -0.008 |
| 2023 | 0.020 | -0.002 | -0.007 | 0.032 |
| 2022 | -0.028 | -0.066 | -0.036 | 0.027 |
| 2021 | 0.029 | 0.027 | -0.009 | 0.007 |
| 2020 | -0.139 | 0.080 | 0.003 | 0.052 |
| 2019 | 0.010 | 0.007 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | 0.019 |
| 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.