Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0.004 | 49 |
| 1 month | -0.002 | 0.000 | 93 |
| 3 months | -0.002 | 0.004 | 75 |
| 1 year | 0.000 | 0.017 | 74 |
| 3 years | 0.008 | 0.022 | 86 |
| 5 years | 0.009 | 0.015 | 80 |
| 10 years | 0 | 0.015 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.010 | 0.023 |
| 2019 | 0.016 | 0.031 |
| 2018 | 0.013 | 0.012 |
| 2017 | 0.009 | 0.017 |
| 2016 | 0.004 | -0.001 |
| 2015 | 0.001 | 0.007 |
| 2014 | — | 0.014 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.001 | — | — | — |
| 2020 | -0.001 | 0.005 | 0.003 | 0.003 |
| 2019 | 0.005 | 0.005 | 0.002 | 0.004 |
| 2018 | 0.003 | 0.003 | 0.002 | 0.005 |
| 2017 | 0.004 | 0.003 | 0.002 | 0.001 |
| 2016 | 0.001 | 0.001 | 0.002 | 0.000 |
| 2015 | 0.001 | 0.000 | 0.000 | 0.001 |
| 2014 | 0.001 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.005 |
| 5 years | 0.006 |
| 10 years | 0.007 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.