Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.113 | 0 | 61 |
| 1 month | 0.070 | 0 | 14 |
| 3 months | 0.083 | 0 | 34 |
| 1 year | 0.189 | 0 | 59 |
| 3 years | 0.138 | 0 | 21 |
| 5 years | 0.092 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.034 | — |
| 2024 | 0.214 | — |
| 2023 | 0.128 | — |
| 2022 | -0.131 | — |
| 2021 | 0.221 | — |
| 2020 | 0.069 | — |
| 2019 | 0.258 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.046 | — | — | — |
| 2025 | -0.054 | 0.026 | 0.047 | 0.017 |
| 2024 | 0.117 | 0.030 | 0.008 | 0.048 |
| 2023 | 0.056 | 0.043 | -0.027 | 0.054 |
| 2022 | -0.052 | -0.094 | -0.014 | 0.026 |
| 2021 | 0.058 | 0.045 | 0.005 | 0.099 |
| 2020 | -0.199 | 0.172 | 0.030 | 0.104 |
| 2019 | 0.128 | 0.022 | 0.046 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.130 |
| 3 years | 0.119 |
| 5 years | 0.081 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.