Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.125 | 0 | 91 |
| 1 month | -0.057 | 0 | 26 |
| 3 months | -0.125 | 0 | 91 |
| 1 year | 0.065 | 0 | 44 |
| 3 years | 0.048 | 0 | 81 |
| 5 years | -0.058 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.100 | — |
| 2024 | 0.147 | — |
| 2023 | 0.109 | — |
| 2022 | -0.411 | — |
| 2021 | 0.049 | — |
| 2020 | 0.550 | — |
| 2019 | 0.286 | — |
| 2018 | -0.147 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.125 | — | — | — |
| 2025 | -0.097 | 0.075 | 0.135 | -0.002 |
| 2024 | 0.163 | 0.025 | -0.061 | 0.025 |
| 2023 | 0.064 | 0.025 | -0.047 | 0.067 |
| 2022 | -0.154 | -0.171 | -0.088 | -0.078 |
| 2021 | 0.019 | 0.053 | -0.045 | 0.023 |
| 2020 | -0.084 | 0.267 | 0.143 | 0.169 |
| 2019 | 0.180 | 0.016 | -0.003 | 0.076 |
| 2018 | -0.005 | 0.032 | 0.014 | -0.181 |
| 2017 | 0.070 | 0.087 | 0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.020 |
| 5 years | -0.073 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.