Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.139 | 0 | 67 |
| 1 month | 0.047 | 0 | 65 |
| 3 months | 0.178 | 0 | 57 |
| 1 year | 0.509 | 0 | 37 |
| 3 years | 0.224 | 0 | 25 |
| 5 years | 0.071 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.364 | — |
| 2024 | 0.088 | — |
| 2023 | 0.108 | — |
| 2022 | -0.190 | — |
| 2021 | -0.037 | — |
| 2020 | 0.140 | — |
| 2019 | 0.196 | — |
| 2018 | -0.144 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | 0.127 | 0.109 | 0.049 |
| 2024 | 0.028 | 0.056 | 0.086 | -0.077 |
| 2023 | 0.048 | 0.004 | -0.039 | 0.096 |
| 2022 | -0.059 | -0.119 | -0.126 | 0.117 |
| 2021 | 0.026 | 0.044 | -0.079 | -0.024 |
| 2020 | -0.235 | 0.164 | 0.081 | 0.184 |
| 2019 | 0.106 | 0.005 | -0.040 | 0.120 |
| 2018 | 0.011 | -0.077 | -0.010 | -0.073 |
| 2017 | 0.058 | 0.079 | 0.075 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.509 |
| 3 years | 0.224 |
| 5 years | 0.071 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.