Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 40 |
| 1 month | 0.003 | 0 | 86 |
| 3 months | -0.027 | 0 | 11 |
| 1 year | 0.187 | 0 | 27 |
| 3 years | 0.219 | 0 | 19 |
| 5 years | 0.217 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.011 | — |
| 2024 | 0.268 | — |
| 2023 | 0.443 | — |
| 2022 | 0.034 | — |
| 2021 | 0.702 | — |
| 2020 | 0.369 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.135 | 0.158 | -0.035 | 0.024 |
| 2024 | 0.010 | 0.179 | 0.089 | -0.022 |
| 2023 | -0.031 | 0.176 | 0.117 | 0.133 |
| 2022 | -0.022 | -0.103 | 0.163 | 0.013 |
| 2021 | 0.195 | 0.186 | 0.119 | 0.074 |
| 2020 | -0.237 | 0.216 | 0.235 | 0.195 |
| 2019 | -0.010 | -0.022 | 0.031 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.187 |
| 3 years | 0.219 |
| 5 years | 0.217 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.