Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 20 |
| 1 month | -0.063 | 0 | 31 |
| 3 months | 0.032 | 0 | 20 |
| 1 year | 0.241 | 0 | 6 |
| 3 years | 0.141 | 0 | 10 |
| 5 years | 0.116 | 0 | 25 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.254 | — |
| 2024 | 0.097 | — |
| 2023 | 0.074 | — |
| 2022 | 0.007 | — |
| 2021 | 0.193 | — |
| 2020 | -0.096 | — |
| 2019 | 0.209 | — |
| 2018 | -0.106 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.032 | — | — | — |
| 2025 | 0.043 | 0.060 | 0.058 | 0.072 |
| 2024 | 0.040 | 0.047 | 0.014 | -0.007 |
| 2023 | 0.027 | -0.006 | 0.025 | 0.027 |
| 2022 | 0.012 | -0.057 | -0.034 | 0.092 |
| 2021 | 0.060 | 0.055 | 0.030 | 0.035 |
| 2020 | -0.261 | 0.117 | -0.020 | 0.117 |
| 2019 | 0.095 | 0.038 | 0.016 | 0.047 |
| 2018 | -0.058 | 0.087 | -0.015 | -0.114 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.241 |
| 3 years | 0.141 |
| 5 years | 0.116 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.