Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.201 | 0 | 95 |
| 1 month | -0.148 | 0 | 97 |
| 3 months | -0.201 | 0 | 95 |
| 1 year | -0.235 | 0 | 97 |
| 3 years | 0.018 | 0 | 65 |
| 5 years | 0.044 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.118 | — |
| 2024 | 0.192 | — |
| 2023 | 0.211 | — |
| 2022 | 0.051 | — |
| 2021 | 0.230 | — |
| 2020 | 0.064 | — |
| 2019 | 0.012 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.201 | — | — | — |
| 2025 | -0.079 | 0.002 | -0.051 | 0.007 |
| 2024 | 0.043 | 0.123 | 0.047 | -0.028 |
| 2023 | -0.035 | 0.089 | 0.068 | 0.079 |
| 2022 | -0.034 | 0.001 | 0.177 | -0.076 |
| 2021 | 0.061 | 0.050 | 0.124 | -0.017 |
| 2020 | -0.261 | 0.190 | 0.058 | 0.142 |
| 2019 | 0.003 | 0.034 | 0.009 | -0.032 |
| 2018 | -0.080 | 0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.235 |
| 3 years | 0.018 |
| 5 years | 0.044 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.