Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | — |
| 1 month | -0.004 | 0 | — |
| 3 months | -0.003 | 0 | — |
| 1 year | 0.026 | 0 | — |
| 3 years | 0.077 | 0 | — |
| 5 years | 0.050 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.052 | — |
| 2024 | 0.094 | — |
| 2023 | 0.129 | — |
| 2022 | -0.034 | — |
| 2021 | 0.034 | — |
| 2020 | 0.033 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.018 | 0.011 | 0.011 |
| 2024 | 0.024 | 0.024 | 0.022 | 0.021 |
| 2023 | 0.031 | 0.027 | 0.042 | 0.023 |
| 2022 | -0.010 | -0.071 | 0.013 | 0.037 |
| 2021 | 0.011 | 0.008 | 0.009 | 0.006 |
| 2020 | -0.095 | 0.091 | 0.019 | 0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.062 |
| 5 years | 0.041 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.