Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.089 | 0 | 3 |
| 1 month | -0.016 | 0 | 14 |
| 3 months | -0.010 | 0 | 3 |
| 1 year | -0.089 | 0 | 3 |
| 3 years | 0.019 | 0 | 6 |
| 5 years | 0.009 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.089 | — |
| 2024 | 0.273 | — |
| 2023 | -0.087 | — |
| 2022 | -0.038 | — |
| 2021 | 0.026 | — |
| 2020 | 0.047 | — |
| 2019 | -0.048 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | -0.066 | -0.016 | -0.010 |
| 2024 | -0.006 | 0.119 | 0.083 | 0.056 |
| 2023 | -0.058 | -0.044 | 0.037 | -0.023 |
| 2022 | -0.030 | 0.014 | 0.009 | -0.031 |
| 2021 | 0.034 | -0.038 | 0.036 | -0.004 |
| 2020 | 0.269 | -0.039 | -0.030 | -0.114 |
| 2019 | -0.019 | -0.016 | 0.025 | -0.038 |
| 2018 | 0.045 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.089 |
| 3 years | 0.019 |
| 5 years | 0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.