Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | 83 |
| 1 month | -0.111 | 0 | 58 |
| 3 months | -0.139 | 0 | 83 |
| 1 year | -0.034 | 0 | 65 |
| 3 years | 0.130 | 0 | 78 |
| 5 years | 0.109 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.082 | — |
| 2024 | 0.114 | — |
| 2023 | 0.309 | — |
| 2022 | 0.024 | — |
| 2021 | 0.260 | — |
| 2020 | 0.148 | — |
| 2019 | -0.007 | — |
| 2018 | -0.171 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.139 | — | — | — |
| 2025 | -0.036 | 0.125 | -0.027 | 0.025 |
| 2024 | 0.040 | 0.085 | 0.060 | -0.068 |
| 2023 | -0.058 | 0.108 | 0.085 | 0.155 |
| 2022 | -0.015 | -0.088 | 0.077 | 0.058 |
| 2021 | 0.044 | 0.096 | 0.099 | 0.002 |
| 2020 | -0.256 | 0.159 | 0.089 | 0.223 |
| 2019 | -0.002 | -0.005 | -0.046 | 0.048 |
| 2018 | -0.093 | -0.046 | -0.043 | 0.001 |
| 2017 | 0.010 | -0.005 | 0.106 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.130 |
| 5 years | 0.109 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.