Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | — | — | — |
| 1 month | — | — | — |
| 3 months | — | — | — |
| 1 year | — | — | — |
| 3 years | — | — | — |
| 5 years | — | — | — |
| 10 years | — | — | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | 0 | — |
| 2020 | -0.059 | 0.029 |
| 2019 | 0.201 | 0.250 |
| 2018 | -0.111 | -0.085 |
| 2017 | 0.205 | 0.159 |
| 2016 | 0.156 | 0.148 |
| 2015 | -0.008 | -0.040 |
| 2014 | 0.093 | 0.102 |
| 2013 | 0 | 0.312 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.099 | 0.022 | 0 | 0 |
| 2020 | -0.270 | 0.150 | 0.027 | 0.092 |
| 2019 | 0.105 | 0.006 | 0.016 | 0.063 |
| 2018 | -0.056 | 0.024 | 0.040 | -0.116 |
| 2017 | 0.038 | 0.021 | 0.058 | 0.075 |
| 2016 | 0.083 | 0.007 | 0.035 | 0.025 |
| 2015 | 0.022 | -0.002 | -0.055 | 0.030 |
| 2014 | -0.009 | 0.031 | 0.026 | 0.042 |
| 2013 | 0.038 | 0.084 | 0 | 0 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.