Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.047 | 0 | 73 |
| 1 month | 0.025 | 0 | 83 |
| 3 months | 0.050 | 0 | 71 |
| 1 year | 0.041 | 0 | 75 |
| 3 years | 0.084 | 0 | 88 |
| 5 years | 0.090 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.017 | — |
| 2024 | 0.131 | — |
| 2023 | 0.095 | — |
| 2022 | -0.063 | — |
| 2021 | 0.313 | — |
| 2020 | -0.060 | — |
| 2019 | 0.216 | — |
| 2018 | -0.096 | — |
| 2017 | 0.051 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | -0.027 | 0.059 | 0.034 |
| 2024 | 0.098 | -0.016 | 0.022 | 0.024 |
| 2023 | 0.020 | 0.030 | -0.007 | 0.051 |
| 2022 | -0.025 | -0.078 | -0.015 | 0.059 |
| 2021 | 0.148 | 0.047 | 0.005 | 0.086 |
| 2020 | -0.243 | 0.152 | -0.006 | 0.085 |
| 2019 | 0.119 | -0.008 | 0.042 | 0.051 |
| 2018 | -0.058 | 0.059 | 0.043 | -0.131 |
| 2017 | 0.035 | -0.039 | 0.010 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.066 |
| 5 years | 0.079 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.