Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 49 |
| 1 month | 0.044 | 0 | 50 |
| 3 months | 0.060 | 0 | 56 |
| 1 year | 0.060 | 0 | 64 |
| 3 years | 0.119 | 0 | 52 |
| 5 years | 0.122 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.051 | — |
| 2024 | 0.180 | — |
| 2023 | 0.107 | — |
| 2022 | 0.001 | — |
| 2021 | 0.260 | — |
| 2020 | -0.046 | — |
| 2019 | 0.250 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | -0.014 | 0.035 | 0.031 |
| 2024 | 0.078 | 0.010 | 0.038 | 0.044 |
| 2023 | 0.029 | 0.034 | -0.007 | 0.048 |
| 2022 | 0.008 | -0.040 | -0.022 | 0.059 |
| 2021 | 0.114 | 0.031 | 0.027 | 0.069 |
| 2020 | -0.230 | 0.120 | 0.000 | 0.107 |
| 2019 | 0.116 | 0.018 | 0.049 | 0.049 |
| 2018 | 0.045 | 0.051 | -0.110 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.107 |
| 5 years | 0.115 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.