Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 59 |
| 1 month | 0.019 | 0 | 66 |
| 3 months | 0.018 | 0 | 66 |
| 1 year | 0.067 | 0 | 63 |
| 3 years | 0.085 | 0 | 34 |
| 5 years | 0.043 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.065 | — |
| 2024 | 0.099 | — |
| 2023 | 0.081 | — |
| 2022 | -0.115 | — |
| 2021 | 0.053 | — |
| 2020 | 0.070 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | 0.019 | 0.033 | 0.003 |
| 2024 | 0.029 | 0.012 | 0.047 | 0.009 |
| 2023 | 0.036 | -0.001 | -0.032 | 0.079 |
| 2022 | -0.063 | -0.077 | -0.004 | 0.028 |
| 2021 | -0.015 | 0.029 | 0.005 | 0.034 |
| 2020 | -0.065 | 0.078 | 0.025 | 0.036 |
| 2019 | 0.025 | 0.012 | 0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.085 |
| 5 years | 0.043 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.