Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | — |
| 1 month | 0.052 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.120 | 0 | — |
| 3 years | -0.002 | 0 | — |
| 5 years | -0.055 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.191 | — |
| 2024 | -0.142 | — |
| 2023 | -0.014 | — |
| 2022 | -0.170 | — |
| 2021 | -0.054 | — |
| 2020 | -0.071 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.059 | — | — | — |
| 2025 | 0.040 | 0.082 | 0.056 | 0.003 |
| 2024 | -0.099 | -0.066 | 0.212 | -0.158 |
| 2023 | 0.004 | -0.058 | -0.064 | 0.115 |
| 2022 | -0.022 | -0.102 | -0.133 | 0.091 |
| 2021 | 0.008 | 0.031 | -0.071 | -0.021 |
| 2020 | -0.243 | 0.120 | 0.026 | 0.068 |
| 2019 | -0.037 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | -0.019 |
| 5 years | -0.064 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.