Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 18 |
| 1 month | 0.022 | 0 | 22 |
| 3 months | 0.049 | 0 | 27 |
| 1 year | 0.083 | 0 | 39 |
| 3 years | 0.103 | 0 | 24 |
| 5 years | 0.050 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.033 | — |
| 2024 | 0.184 | — |
| 2023 | 0.061 | — |
| 2022 | -0.174 | — |
| 2021 | 0.140 | — |
| 2020 | 0.131 | — |
| 2019 | 0.220 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | 0.043 | 0.054 | 0.009 |
| 2024 | 0.075 | 0.038 | -0.003 | 0.064 |
| 2023 | 0.031 | -0.001 | -0.034 | 0.068 |
| 2022 | -0.084 | -0.104 | -0.007 | 0.013 |
| 2021 | 0.016 | 0.062 | 0.013 | 0.042 |
| 2020 | -0.078 | 0.118 | 0.046 | 0.049 |
| 2019 | 0.101 | 0.026 | 0.027 | 0.051 |
| 2018 | 0.034 | 0.026 | -0.092 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.087 |
| 5 years | 0.041 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.