Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | 43 |
| 1 month | 0.087 | 0 | 26 |
| 3 months | 0.051 | 0 | 14 |
| 1 year | 0 | 0 | — |
| 3 years | 0 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | 0.133 | — |
| 2022 | -0.131 | — |
| 2021 | 0.351 | — |
| 2020 | 0.015 | — |
| 2019 | 0.289 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.034 | — | — | — |
| 2025 | -0.051 | 0.042 | 0.032 | — |
| 2024 | 0.131 | 0.030 | -0.001 | 0.074 |
| 2023 | 0.036 | 0.056 | -0.007 | 0.042 |
| 2022 | -0.049 | -0.101 | 0.000 | 0.015 |
| 2021 | 0.110 | 0.061 | 0.023 | 0.122 |
| 2020 | -0.216 | 0.180 | 0.032 | 0.064 |
| 2019 | 0.165 | 0.012 | 0.040 | 0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.443 |
| 3 years | -0.112 |
| 5 years | -0.022 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.