Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 85 |
| 1 month | 0.045 | 0 | 65 |
| 3 months | 0.065 | 0 | 78 |
| 1 year | 0.075 | 0 | 76 |
| 3 years | 0.108 | 0 | 18 |
| 5 years | 0.083 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.148 | — |
| 2024 | 0.107 | — |
| 2023 | 0.115 | — |
| 2022 | -0.185 | — |
| 2021 | 0.259 | — |
| 2020 | 0.064 | — |
| 2019 | 0.298 | — |
| 2018 | -0.120 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.069 | -0.019 | 0.011 | 0.082 |
| 2024 | 0.092 | 0.028 | 0.027 | -0.039 |
| 2023 | 0.081 | 0.026 | -0.029 | 0.036 |
| 2022 | -0.061 | -0.130 | -0.064 | 0.066 |
| 2021 | 0.072 | 0.097 | -0.021 | 0.093 |
| 2020 | -0.158 | 0.129 | 0.032 | 0.084 |
| 2019 | 0.126 | 0.073 | 0.012 | 0.061 |
| 2018 | -0.047 | 0.015 | 0.042 | -0.126 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.089 |
| 5 years | 0.072 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.