Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 63 |
| 1 month | 0.012 | 0 | 82 |
| 3 months | 0.002 | 0 | 75 |
| 1 year | -0.035 | 0 | 31 |
| 3 years | 0.014 | 0 | 32 |
| 5 years | 0.002 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.024 | — |
| 2024 | 0.032 | — |
| 2023 | 0.030 | — |
| 2022 | -0.066 | — |
| 2021 | 0.030 | — |
| 2020 | -0.003 | — |
| 2019 | 0.069 | — |
| 2018 | 0.021 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | -0.022 | 0.003 | -0.009 |
| 2024 | -0.005 | -0.014 | 0.029 | 0.022 |
| 2023 | 0.017 | -0.018 | 0.007 | 0.023 |
| 2022 | -0.007 | -0.033 | -0.021 | -0.007 |
| 2021 | 0.013 | 0.000 | 0.014 | 0.003 |
| 2020 | -0.001 | -0.010 | 0.000 | 0.008 |
| 2019 | 0.033 | 0.012 | 0.044 | -0.021 |
| 2018 | -0.005 | 0.017 | 0.001 | 0.009 |
| 2017 | -0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.014 |
| 5 years | 0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.