Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 53 |
| 1 month | 0.025 | 0 | 15 |
| 3 months | 0.019 | 0 | 76 |
| 1 year | 0.031 | 0 | 82 |
| 3 years | 0.045 | 0 | 89 |
| 5 years | 0.000 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.013 | — |
| 2024 | 0.046 | — |
| 2023 | 0.052 | — |
| 2022 | -0.197 | — |
| 2021 | 0.093 | — |
| 2020 | -0.049 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | 0.017 | -0.005 | 0.001 |
| 2024 | 0.019 | 0.006 | 0.033 | -0.011 |
| 2023 | 0.013 | 0.015 | -0.009 | 0.032 |
| 2022 | -0.069 | -0.056 | -0.069 | -0.019 |
| 2021 | 0.034 | 0.037 | -0.004 | 0.024 |
| 2020 | -0.111 | 0.035 | 0.004 | 0.029 |
| 2019 | 0.038 | 0.018 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.024 |
| 3 years | 0.026 |
| 5 years | -0.011 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.