Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.350 | 0 | 20 |
| 1 month | 0.177 | 0 | 41 |
| 3 months | 0.492 | 0 | 19 |
| 1 year | 2.434 | 0 | 14 |
| 3 years | 0.794 | 0 | 5 |
| 5 years | 0.359 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 1.952 | — |
| 2024 | 0.182 | — |
| 2023 | 0.147 | — |
| 2022 | -0.111 | — |
| 2021 | -0.176 | — |
| 2020 | 0.305 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.386 | 0.148 | 0.523 | 0.218 |
| 2024 | 0.012 | 0.112 | 0.213 | -0.134 |
| 2023 | 0.132 | -0.071 | -0.087 | 0.194 |
| 2022 | 0.161 | -0.296 | -0.138 | 0.262 |
| 2021 | -0.174 | 0.023 | -0.126 | 0.115 |
| 2020 | -0.235 | 0.612 | 0.103 | -0.041 |
| 2019 | 0.088 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 2.434 |
| 3 years | 0.794 |
| 5 years | 0.359 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.