Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 50 |
| 1 month | 0.026 | 0 | 54 |
| 3 months | 0.008 | 0 | 31 |
| 1 year | 0.075 | 0 | 72 |
| 3 years | 0.051 | 0 | 83 |
| 5 years | 0.019 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.075 | — |
| 2024 | 0.017 | — |
| 2023 | 0.079 | — |
| 2022 | -0.086 | — |
| 2021 | -0.008 | — |
| 2020 | 0.081 | — |
| 2019 | 0.087 | — |
| 2018 | -0.020 | — |
| 2017 | 0.028 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.010 | — | — | — |
| 2025 | 0.013 | 0.019 | 0.025 | 0.017 |
| 2024 | 0.001 | -0.003 | 0.049 | -0.029 |
| 2023 | 0.027 | 0.003 | -0.037 | 0.087 |
| 2022 | -0.026 | -0.075 | -0.030 | 0.046 |
| 2021 | -0.021 | 0.013 | -0.004 | 0.004 |
| 2020 | -0.029 | 0.056 | 0.021 | 0.033 |
| 2019 | 0.037 | 0.022 | 0.016 | 0.009 |
| 2018 | -0.004 | -0.002 | 0.010 | -0.024 |
| 2017 | 0.001 | 0.007 | 0.009 | 0.011 |
| 2016 | -0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.051 |
| 5 years | 0.019 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.