Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.147 | 0 | 65 |
| 1 month | 0.111 | 0 | 40 |
| 3 months | 0.162 | 0 | 73 |
| 1 year | 0.388 | 0 | 57 |
| 3 years | 0.200 | 0 | 78 |
| 5 years | 0.102 | 0 | 94 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.206 | — |
| 2024 | 0.058 | — |
| 2023 | 0.214 | — |
| 2022 | -0.105 | — |
| 2021 | 0.025 | — |
| 2020 | -0.002 | — |
| 2019 | 0.191 | — |
| 2018 | -0.127 | — |
| 2017 | 0.169 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | 0.020 | 0.107 | 0.024 |
| 2024 | 0.086 | -0.045 | 0.015 | 0.005 |
| 2023 | 0.049 | 0.097 | 0.029 | 0.025 |
| 2022 | -0.046 | -0.088 | -0.033 | 0.064 |
| 2021 | 0.063 | -0.004 | 0.026 | -0.055 |
| 2020 | -0.127 | 0.054 | 0.046 | 0.036 |
| 2019 | 0.052 | 0.014 | 0.049 | 0.063 |
| 2018 | -0.013 | 0.002 | 0.029 | -0.142 |
| 2017 | 0.021 | 0.023 | 0.038 | 0.079 |
| 2016 | -0.003 | 0.092 | 0.061 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.319 |
| 3 years | 0.179 |
| 5 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.