Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 59 |
| 1 month | 0.017 | 0 | 35 |
| 3 months | 0.024 | 0 | 67 |
| 1 year | 0.048 | 0 | 69 |
| 3 years | 0.084 | 0 | 44 |
| 5 years | 0.035 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.037 | — |
| 2024 | 0.127 | — |
| 2023 | 0.091 | — |
| 2022 | -0.153 | — |
| 2021 | 0.119 | — |
| 2020 | 0.028 | — |
| 2019 | 0.211 | — |
| 2018 | -0.115 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.024 | — | — | — |
| 2025 | -0.022 | 0.002 | 0.036 | 0.021 |
| 2024 | 0.049 | 0.023 | 0.013 | 0.035 |
| 2023 | 0.018 | 0.022 | -0.005 | 0.054 |
| 2022 | -0.064 | -0.098 | -0.009 | 0.011 |
| 2021 | 0.039 | 0.046 | -0.008 | 0.037 |
| 2020 | -0.180 | 0.140 | 0.024 | 0.075 |
| 2019 | 0.110 | 0.013 | 0.020 | 0.056 |
| 2018 | -0.036 | 0.021 | 0.013 | -0.111 |
| 2017 | 0.003 | 0.004 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.078 |
| 5 years | 0.032 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.