Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.189 | 0 | — |
| 1 month | 0.034 | 0 | — |
| 3 months | 0.033 | 0 | — |
| 1 year | 0.153 | 0 | — |
| 3 years | -0.048 | 0 | — |
| 5 years | -0.050 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2022 | — | — |
| 2021 | -0.022 | — |
| 2020 | -0.239 | — |
| 2019 | 0.029 | — |
| 2018 | -0.102 | — |
| 2017 | -0.017 | — |
| 2016 | -0.084 | — |
| 2015 | -0.069 | — |
| 2014 | 0.001 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2022 | 0.150 | 0.029 | — | — |
| 2021 | 0.040 | 0.012 | -0.012 | — |
| 2020 | -0.091 | -0.131 | -0.018 | — |
| 2019 | 0.051 | 0.032 | 0.006 | — |
| 2018 | -0.025 | -0.010 | -0.024 | — |
| 2017 | 0.000 | 0.001 | 0.000 | — |
| 2016 | -0.003 | -0.077 | -0.003 | — |
| 2015 | 0.000 | 0.101 | -0.021 | — |
| 2014 | 0.018 | 0.002 | 0.027 | — |
| 2013 | 0.006 | 0.047 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | -0.048 |
| 5 years | -0.050 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.