Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | — |
| 1 month | 0.050 | 0 | — |
| 3 months | 0.119 | 0 | — |
| 1 year | 0.267 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.038 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.156 | — |
| 2024 | 0.088 | — |
| 2023 | 0.023 | — |
| 2022 | -0.150 | — |
| 2021 | 0.039 | — |
| 2020 | 0.018 | — |
| 2019 | 0.117 | — |
| 2018 | -0.051 | — |
| 2017 | 0.144 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.044 | 0.073 | 0.034 |
| 2024 | 0.036 | 0.041 | 0.048 | -0.036 |
| 2023 | 0.020 | -0.024 | -0.027 | 0.057 |
| 2022 | -0.048 | -0.071 | -0.079 | 0.044 |
| 2021 | 0.040 | 0.017 | -0.026 | 0.007 |
| 2020 | -0.168 | 0.090 | 0.016 | 0.105 |
| 2019 | 0.077 | 0.034 | -0.012 | 0.015 |
| 2018 | -0.018 | -0.021 | 0.014 | -0.027 |
| 2017 | 0.056 | 0.030 | 0.018 | 0.033 |
| 2016 | 0.035 | -0.039 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.204 |
| 3 years | 0.101 |
| 5 years | 0.028 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.