Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.063 | 0 | 15 |
| 1 month | 0.046 | 0 | 8 |
| 3 months | 0.070 | 0 | 17 |
| 1 year | 0.199 | 0 | 9 |
| 3 years | 0.122 | 0 | 18 |
| 5 years | 0.096 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.152 | — |
| 2024 | 0.090 | — |
| 2023 | 0.077 | — |
| 2022 | -0.023 | — |
| 2021 | 0.118 | — |
| 2020 | 0.055 | — |
| 2019 | 0.180 | — |
| 2018 | -0.039 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | 0.041 | 0.072 | 0.042 |
| 2024 | 0.042 | 0.023 | 0.015 | 0.007 |
| 2023 | 0.010 | 0.003 | 0.010 | 0.052 |
| 2022 | -0.004 | -0.052 | 0.008 | 0.026 |
| 2021 | 0.018 | 0.047 | 0.017 | 0.031 |
| 2020 | -0.150 | 0.135 | 0.012 | 0.080 |
| 2019 | 0.070 | 0.049 | 0.026 | 0.024 |
| 2018 | -0.038 | 0.064 | 0.014 | -0.074 |
| 2017 | 0.002 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.199 |
| 3 years | 0.122 |
| 5 years | 0.096 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.