Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 68 |
| 1 month | -0.022 | 0 | 72 |
| 3 months | -0.029 | 0 | 63 |
| 1 year | -0.034 | 0 | 71 |
| 3 years | 0.026 | 0 | 72 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.069 | — |
| 2024 | 0.062 | — |
| 2023 | 0.103 | — |
| 2022 | -0.135 | — |
| 2021 | 0.014 | — |
| 2020 | 0.037 | — |
| 2019 | 0.134 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.013 | — | — | — |
| 2025 | 0.007 | 0.032 | 0.019 | 0.010 |
| 2024 | 0.014 | 0.009 | 0.041 | -0.003 |
| 2023 | 0.026 | 0.009 | 0.001 | 0.065 |
| 2022 | -0.051 | -0.117 | -0.011 | 0.044 |
| 2021 | 0.002 | 0.020 | -0.003 | -0.004 |
| 2020 | -0.160 | 0.112 | 0.043 | 0.065 |
| 2019 | 0.064 | 0.027 | 0.010 | 0.027 |
| 2018 | -0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.082 |
| 3 years | 0.008 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.