Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 78 |
| 1 month | -0.034 | 0 | 66 |
| 3 months | -0.036 | 0 | 78 |
| 1 year | 0.196 | 0 | 73 |
| 3 years | 0.086 | 0 | 41 |
| 5 years | 0.036 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.207 | — |
| 2024 | 0.039 | — |
| 2023 | 0.016 | — |
| 2022 | -0.018 | — |
| 2021 | -0.034 | — |
| 2020 | -0.019 | — |
| 2019 | 0.337 | — |
| 2018 | -0.085 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.036 | — | — | — |
| 2025 | -0.026 | -0.091 | 0.147 | 0.189 |
| 2024 | 0.025 | 0.028 | -0.018 | 0.004 |
| 2023 | -0.041 | 0.003 | 0.003 | 0.053 |
| 2022 | -0.081 | -0.027 | 0.095 | 0.003 |
| 2021 | -0.024 | 0.029 | -0.011 | -0.028 |
| 2020 | -0.127 | 0.187 | -0.081 | 0.030 |
| 2019 | 0.229 | -0.004 | -0.090 | 0.200 |
| 2018 | -0.042 | 0.115 | 0.106 | -0.226 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.148 |
| 3 years | 0.071 |
| 5 years | 0.028 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.