Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 20 |
| 1 month | 0.055 | 0 | 26 |
| 3 months | 0.077 | 0 | 21 |
| 1 year | 0.108 | 0 | 27 |
| 3 years | 0.120 | 0 | 32 |
| 5 years | 0.130 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.122 | — |
| 2024 | 0.123 | — |
| 2023 | 0.146 | — |
| 2022 | -0.041 | — |
| 2021 | 0.296 | — |
| 2020 | -0.057 | — |
| 2019 | 0.284 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.057 | 0.022 | 0.030 |
| 2024 | 0.125 | 0.007 | 0.011 | -0.020 |
| 2023 | 0.100 | 0.076 | -0.041 | 0.010 |
| 2022 | -0.058 | -0.075 | -0.022 | 0.125 |
| 2021 | 0.102 | 0.063 | 0.012 | 0.093 |
| 2020 | -0.183 | 0.081 | 0.017 | 0.050 |
| 2019 | 0.158 | 0.045 | 0.032 | 0.029 |
| 2018 | 0.046 | -0.001 | -0.126 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.108 |
| 3 years | 0.120 |
| 5 years | 0.130 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.