Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 20 |
| 1 month | 0.098 | 0 | 7 |
| 3 months | 0.017 | 0 | 11 |
| 1 year | 0.087 | 0 | 13 |
| 3 years | 0.139 | 0 | 46 |
| 5 years | 0.129 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.082 | — |
| 2024 | 0.151 | — |
| 2023 | 0.225 | — |
| 2022 | 0.045 | — |
| 2021 | 0.231 | — |
| 2020 | 0.082 | — |
| 2019 | 0.133 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.108 | — | — | — |
| 2025 | -0.035 | 0.092 | -0.008 | 0.035 |
| 2024 | 0.018 | 0.097 | 0.076 | -0.042 |
| 2023 | -0.017 | 0.103 | 0.048 | 0.077 |
| 2022 | 0.001 | -0.073 | 0.087 | 0.036 |
| 2021 | 0.032 | 0.077 | 0.095 | 0.012 |
| 2020 | -0.225 | 0.150 | 0.062 | 0.143 |
| 2019 | 0.058 | 0.014 | 0.009 | 0.047 |
| 2018 | -0.006 | 0.029 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.139 |
| 5 years | 0.129 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.