Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | 0.006 | 0 | — |
| 1 year | 0.016 | 0 | — |
| 3 years | 0.047 | 0 | — |
| 5 years | 0.002 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.010 | — |
| 2024 | 0.044 | — |
| 2023 | 0.102 | — |
| 2022 | -0.168 | — |
| 2021 | 0.053 | — |
| 2020 | 0.040 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.024 | -0.001 | -0.003 |
| 2024 | 0.018 | -0.007 | 0.045 | -0.012 |
| 2023 | 0.036 | 0.007 | -0.025 | 0.083 |
| 2022 | -0.032 | -0.121 | -0.035 | 0.014 |
| 2021 | 0.019 | 0.020 | 0.007 | 0.005 |
| 2020 | -0.147 | 0.127 | 0.026 | 0.054 |
| 2019 | 0.026 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.042 |
| 5 years | -0.001 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.