Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 77 |
| 1 month | -0.045 | 0 | 67 |
| 3 months | -0.011 | 0 | 77 |
| 1 year | 0.082 | 0 | 89 |
| 3 years | 0.089 | 0 | 100 |
| 5 years | 0.065 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.143 | — |
| 2024 | 0.093 | — |
| 2023 | 0.068 | — |
| 2022 | -0.039 | — |
| 2021 | 0.084 | — |
| 2020 | 0.142 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.011 | — | — | — |
| 2025 | 0.045 | 0.019 | 0.051 | 0.021 |
| 2024 | 0.012 | 0.014 | 0.076 | -0.009 |
| 2023 | 0.020 | 0.014 | -0.030 | 0.064 |
| 2022 | -0.017 | -0.044 | -0.025 | 0.049 |
| 2021 | 0.004 | 0.025 | 0.014 | 0.038 |
| 2020 | -0.012 | 0.081 | 0.028 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.089 |
| 5 years | 0.065 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.