Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 43 |
| 1 month | -0.041 | 0 | 17 |
| 3 months | -0.023 | 0 | 43 |
| 1 year | 0.122 | 0 | 81 |
| 3 years | 0.027 | 0 | 71 |
| 5 years | -0.047 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.139 | — |
| 2024 | 0.119 | — |
| 2023 | -0.139 | — |
| 2022 | -0.173 | — |
| 2021 | -0.094 | — |
| 2020 | 0.346 | — |
| 2019 | 0.388 | — |
| 2018 | -0.217 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.023 | — | — | — |
| 2025 | -0.009 | 0.019 | 0.107 | 0.018 |
| 2024 | 0.005 | 0.040 | 0.109 | -0.035 |
| 2023 | -0.011 | -0.073 | 0.001 | -0.062 |
| 2022 | -0.164 | 0.061 | -0.083 | 0.017 |
| 2021 | 0.021 | -0.036 | -0.100 | 0.022 |
| 2020 | -0.143 | 0.159 | 0.133 | 0.196 |
| 2019 | 0.237 | 0.027 | 0.003 | 0.090 |
| 2018 | -0.033 | -0.015 | -0.019 | -0.162 |
| 2017 | 0.153 | 0.070 | 0.126 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.017 |
| 5 years | -0.053 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.