Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | — |
| 1 month | -0.047 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.058 | 0 | — |
| 3 years | 0.027 | 0 | — |
| 5 years | -0.016 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.093 | — |
| 2024 | 0.008 | — |
| 2023 | 0.029 | — |
| 2022 | -0.163 | — |
| 2021 | -0.025 | — |
| 2020 | 0.092 | — |
| 2019 | 0.100 | — |
| 2018 | -0.084 | — |
| 2017 | 0.101 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.017 | — | — | — |
| 2025 | 0.016 | 0.038 | 0.025 | 0.011 |
| 2024 | 0.000 | -0.004 | 0.059 | -0.046 |
| 2023 | 0.030 | -0.014 | -0.042 | 0.059 |
| 2022 | -0.058 | -0.083 | -0.082 | 0.055 |
| 2021 | -0.015 | 0.014 | -0.021 | -0.002 |
| 2020 | -0.056 | 0.056 | 0.030 | 0.063 |
| 2019 | 0.054 | 0.021 | -0.004 | 0.027 |
| 2018 | -0.013 | -0.022 | -0.010 | -0.042 |
| 2017 | 0.027 | 0.028 | 0.024 | 0.018 |
| 2016 | 0.031 | -0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.027 |
| 5 years | -0.016 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.