Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0.036 | 33 |
| 1 month | -0.003 | 0.011 | 47 |
| 3 months | 0.012 | 0.025 | 65 |
| 1 year | 0.112 | 0.147 | 20 |
| 3 years | 0.101 | 0.062 | 1 |
| 5 years | 0 | 0.062 | 1 |
| 10 years | 0 | 0.055 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | — | — |
| 2020 | 0.136 | 0.049 |
| 2019 | 0.154 | 0.126 |
| 2018 | 0.012 | -0.026 |
| 2017 | 0.104 | 0.065 |
| 2016 | 0.146 | 0.133 |
| 2015 | 0.003 | -0.040 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.017 | — | — | — |
| 2020 | -0.111 | 0.134 | 0.059 | 0.065 |
| 2019 | 0.065 | 0.037 | 0.016 | 0.029 |
| 2018 | 0.006 | 0.014 | 0.018 | -0.026 |
| 2017 | 0.037 | 0.030 | 0.019 | 0.014 |
| 2016 | 0.027 | 0.042 | 0.058 | 0.012 |
| 2015 | 0.033 | 0.012 | -0.029 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.173 |
| 3 years | 0.106 |
| 5 years | 0.103 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.