Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.106 | 0 | 20 |
| 1 month | -0.006 | 0 | 19 |
| 3 months | 0.021 | 0 | 33 |
| 1 year | 0.205 | 0 | 29 |
| 3 years | 0.100 | 0 | 81 |
| 5 years | -0.010 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | — | — |
| 2022 | -0.054 | — |
| 2021 | 0.104 | — |
| 2020 | -0.101 | — |
| 2019 | 0.035 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.104 | -0.002 | — | — |
| 2022 | 0.053 | -0.136 | -0.073 | 0.121 |
| 2021 | 0.037 | 0.051 | -0.031 | 0.045 |
| 2020 | -0.223 | 0.017 | -0.003 | 0.142 |
| 2019 | 0.024 | -0.006 | 0.015 | 0.001 |
| 2018 | -0.131 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.191 |
| 3 years | 0.102 |
| 5 years | -0.006 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.