Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 89 |
| 1 month | -0.065 | 0 | 41 |
| 3 months | -0.064 | 0 | 89 |
| 1 year | 0 | 0 | 95 |
| 3 years | 0.028 | 0 | 77 |
| 5 years | -0.089 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.158 | — |
| 2024 | 0.141 | — |
| 2023 | -0.088 | — |
| 2022 | -0.310 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.064 | — | — | — |
| 2025 | 0.084 | -0.040 | 0.220 | -0.088 |
| 2024 | 0.026 | 0.061 | 0.079 | -0.028 |
| 2023 | 0.039 | -0.095 | -0.010 | -0.021 |
| 2022 | -0.189 | -0.008 | -0.166 | 0.028 |
| 2021 | 0.024 | -0.164 | -0.060 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.053 |
| 3 years | 0.010 |
| 5 years | -0.099 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.