Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | 0.020 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.071 | 0 | — |
| 5 years | 0.073 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.054 | — |
| 2024 | 0.075 | — |
| 2023 | 0.095 | — |
| 2022 | 0.056 | — |
| 2021 | 0.125 | — |
| 2020 | 0.015 | — |
| 2019 | 0.039 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.012 | 0.018 | 0.011 |
| 2024 | 0.024 | 0.020 | 0.015 | 0.014 |
| 2023 | 0.021 | 0.020 | 0.028 | 0.023 |
| 2022 | 0.013 | -0.004 | 0.023 | 0.023 |
| 2021 | 0.064 | 0.026 | 0.019 | 0.011 |
| 2020 | -0.165 | 0.125 | 0.030 | 0.050 |
| 2019 | 0.024 | 0.005 | 0 | 0.010 |
| 2018 | -0.015 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.059 |
| 5 years | 0.066 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.