Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 12 |
| 1 month | 0.104 | 0 | 1 |
| 3 months | 0.026 | 0 | 10 |
| 1 year | 0.231 | 0 | 5 |
| 3 years | 0.116 | 0 | 30 |
| 5 years | 0.065 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.138 | — |
| 2024 | 0.060 | — |
| 2023 | 0.178 | — |
| 2022 | -0.176 | — |
| 2021 | 0.213 | — |
| 2020 | 0.007 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.043 | — | — | — |
| 2025 | -0.014 | 0.063 | 0.035 | 0.050 |
| 2024 | 0.091 | 0.019 | 0.034 | -0.078 |
| 2023 | 0.098 | 0.017 | -0.032 | 0.091 |
| 2022 | -0.086 | -0.131 | -0.053 | 0.096 |
| 2021 | 0.066 | 0.065 | 0.012 | 0.056 |
| 2020 | -0.177 | 0.096 | 0.022 | 0.092 |
| 2019 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.231 |
| 3 years | 0.116 |
| 5 years | 0.065 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.