Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 73 |
| 1 month | 0.010 | 0 | 68 |
| 3 months | 0.010 | 0 | 76 |
| 1 year | 0.063 | 0 | 54 |
| 3 years | 0.166 | 0 | 13 |
| 5 years | 0.133 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.069 | — |
| 2024 | 0.278 | — |
| 2023 | 0.202 | — |
| 2022 | -0.130 | — |
| 2021 | 0.319 | — |
| 2020 | 0.056 | — |
| 2019 | 0.299 | — |
| 2018 | -0.042 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | 0.035 | 0.074 | 0.033 |
| 2024 | 0.116 | 0.037 | 0.020 | 0.082 |
| 2023 | 0.059 | 0.063 | -0.008 | 0.075 |
| 2022 | -0.037 | -0.105 | -0.008 | 0.018 |
| 2021 | 0.093 | 0.070 | 0.023 | 0.103 |
| 2020 | -0.192 | 0.167 | 0.033 | 0.084 |
| 2019 | 0.145 | 0.026 | 0.050 | 0.054 |
| 2018 | -0.037 | 0.072 | 0.055 | -0.120 |
| 2017 | 0.025 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.166 |
| 5 years | 0.133 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.