Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0.019 | 19 |
| 1 month | 0.005 | 0.004 | 81 |
| 3 months | 0.008 | 0.014 | 22 |
| 1 year | 0.058 | 0.079 | 51 |
| 3 years | 0.086 | 0.037 | 10 |
| 5 years | 0.061 | 0.038 | 6 |
| 10 years | 0 | 0.028 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.068 | — |
| 2024 | 0.093 | — |
| 2023 | 0.128 | — |
| 2022 | -0.035 | — |
| 2021 | 0.091 | — |
| 2020 | 0.035 | 0.034 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.010 | — | — | — |
| 2025 | 0.021 | 0.022 | 0.009 | 0.014 |
| 2024 | 0.024 | 0.024 | 0.033 | 0.009 |
| 2023 | 0.036 | 0.019 | 0.025 | 0.042 |
| 2022 | -0.023 | -0.015 | 0.002 | 0.000 |
| 2021 | 0.030 | 0.037 | 0.017 | 0.004 |
| 2020 | -0.313 | 0.275 | 0.059 | 0.116 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.086 |
| 5 years | 0.061 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.