Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 24 |
| 1 month | -0.062 | 0 | 30 |
| 3 months | 0.030 | 0 | 24 |
| 1 year | 0.209 | 0 | 46 |
| 3 years | 0.133 | 0 | 28 |
| 5 years | 0.119 | 0 | 22 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.243 | — |
| 2024 | 0.090 | — |
| 2023 | 0.084 | — |
| 2022 | 0.042 | — |
| 2021 | 0.165 | — |
| 2020 | -0.111 | — |
| 2019 | 0.168 | — |
| 2018 | -0.087 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.030 | — | — | — |
| 2025 | 0.059 | 0.038 | 0.059 | 0.068 |
| 2024 | 0.041 | 0.043 | 0.011 | -0.007 |
| 2023 | 0.039 | -0.002 | 0.027 | 0.017 |
| 2022 | 0.037 | -0.051 | -0.027 | 0.088 |
| 2021 | 0.044 | 0.050 | 0.023 | 0.039 |
| 2020 | -0.243 | 0.101 | -0.042 | 0.114 |
| 2019 | 0.091 | 0.034 | 0.009 | 0.026 |
| 2018 | -0.066 | 0.097 | -0.013 | -0.098 |
| 2017 | 0.015 | 0.011 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.209 |
| 3 years | 0.133 |
| 5 years | 0.119 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.