Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | -0.011 | 0 | — |
| 1 year | 0.043 | 0 | — |
| 3 years | 0.051 | 0 | — |
| 5 years | 0.022 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.081 | — |
| 2024 | 0.035 | — |
| 2023 | 0.069 | — |
| 2022 | -0.077 | — |
| 2021 | 0.026 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.014 | — | — | — |
| 2025 | 0.029 | 0.016 | 0.018 | 0.016 |
| 2024 | 0.011 | 0 | 0.037 | -0.013 |
| 2023 | 0.019 | 0.008 | -0.011 | 0.052 |
| 2022 | -0.045 | -0.059 | -0.015 | 0.043 |
| 2021 | -0.001 | 0.021 | 0.005 | 0.001 |
| 2020 | 0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | 0.033 |
| 5 years | 0.011 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.