Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | 12 |
| 1 month | 0.014 | 0 | 15 |
| 3 months | 0.069 | 0 | 10 |
| 1 year | 0.296 | 0 | 8 |
| 3 years | 0.271 | 0 | 5 |
| 5 years | 0.141 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.258 | — |
| 2024 | 0.237 | — |
| 2023 | 0.366 | — |
| 2022 | -0.287 | — |
| 2021 | 0.251 | — |
| 2020 | 0.323 | — |
| 2019 | 0.297 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | 0.178 | 0.081 | 0.042 |
| 2024 | 0.145 | 0.057 | 0.017 | 0.005 |
| 2023 | 0.152 | 0.101 | -0.046 | 0.129 |
| 2022 | -0.109 | -0.216 | -0.067 | 0.094 |
| 2021 | 0.052 | 0.107 | 0.008 | 0.066 |
| 2020 | -0.163 | 0.280 | 0.095 | 0.127 |
| 2019 | 0.135 | 0.043 | -0.024 | 0.122 |
| 2018 | 0.014 | 0.060 | -0.145 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.296 |
| 3 years | 0.271 |
| 5 years | 0.141 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.