Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 5 |
| 1 month | 0.051 | 0 | 1 |
| 3 months | 0.068 | 0 | 18 |
| 1 year | -0.030 | 0 | 98 |
| 3 years | 0.000 | 0 | 95 |
| 5 years | 0.027 | 0 | 73 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.072 | — |
| 2024 | 0.032 | — |
| 2023 | 0.042 | — |
| 2022 | 0.068 | — |
| 2021 | -0.025 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | -0.080 | 0.012 | -0.022 |
| 2024 | 0.141 | -0.019 | -0.073 | -0.005 |
| 2023 | 0.038 | 0.045 | 0.035 | -0.072 |
| 2022 | -0.047 | 0.102 | 0.039 | -0.021 |
| 2021 | -0.006 | -0.005 | -0.044 | 0.031 |
| 2020 | 0.004 | 0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.079 |
| 3 years | -0.017 |
| 5 years | 0.017 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.