Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | — |
| 1 month | 0.034 | 0 | — |
| 3 months | 0.015 | 0 | — |
| 1 year | 0.039 | 0 | — |
| 3 years | 0.014 | 0 | — |
| 5 years | -0.023 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.015 | — |
| 2024 | -0.026 | — |
| 2023 | 0.114 | — |
| 2022 | -0.306 | — |
| 2021 | 0.184 | — |
| 2020 | 0.418 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | 0.080 | -0.044 | 0.005 |
| 2024 | -0.006 | 0.012 | 0.097 | -0.118 |
| 2023 | 0.050 | 0.031 | -0.070 | 0.107 |
| 2022 | -0.128 | -0.161 | -0.128 | 0.089 |
| 2021 | 0.012 | 0.136 | 0.009 | 0.021 |
| 2020 | -0.114 | 0.211 | 0.158 | 0.141 |
| 2019 | 0.058 | -0.022 | 0.089 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.014 |
| 5 years | -0.023 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.