Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 27 |
| 1 month | 0.013 | 0 | 11 |
| 3 months | 0.018 | 0 | 71 |
| 1 year | 0.080 | 0 | 69 |
| 3 years | 0.045 | 0 | 87 |
| 5 years | 0.038 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.071 | — |
| 2024 | 0.011 | — |
| 2023 | 0.032 | — |
| 2022 | 0.063 | — |
| 2021 | 0.005 | — |
| 2020 | 0.099 | — |
| 2019 | 0.080 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.018 | 0.023 | 0.008 |
| 2024 | 0.000 | -0.002 | 0.027 | -0.014 |
| 2023 | -0.013 | 0.005 | 0.004 | 0.037 |
| 2022 | 0.010 | -0.002 | 0.038 | 0.016 |
| 2021 | 0.009 | 0.000 | -0.003 | -0.002 |
| 2020 | 0.006 | 0.049 | 0.017 | 0.024 |
| 2019 | 0.019 | 0.028 | 0.012 | 0.019 |
| 2018 | -0.008 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.045 |
| 5 years | 0.038 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.