Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.056 | 0 | 37 |
| 1 month | 0.062 | 0 | 9 |
| 3 months | 0.092 | 0 | 18 |
| 1 year | 0.110 | 0 | 45 |
| 3 years | 0.109 | 0 | 16 |
| 5 years | 0.087 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.178 | — |
| 2024 | 0.066 | — |
| 2023 | 0.057 | — |
| 2022 | -0.147 | — |
| 2021 | 0.236 | — |
| 2020 | 0.026 | — |
| 2019 | 0.304 | — |
| 2018 | -0.065 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.099 | -0.037 | 0.017 | 0.095 |
| 2024 | 0.063 | 0.038 | 0.014 | -0.047 |
| 2023 | 0.049 | 0.027 | -0.028 | 0.010 |
| 2022 | -0.044 | -0.102 | -0.041 | 0.036 |
| 2021 | 0.042 | 0.098 | -0.024 | 0.106 |
| 2020 | -0.102 | 0.087 | 0.013 | 0.037 |
| 2019 | 0.146 | 0.066 | 0.024 | 0.042 |
| 2018 | -0.058 | 0.006 | 0.058 | -0.067 |
| 2017 | 0.046 | 0.028 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.089 |
| 5 years | 0.076 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.