Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 59 |
| 1 month | 0.004 | 0 | 30 |
| 3 months | 0.011 | 0 | 68 |
| 1 year | 0.036 | 0 | 71 |
| 3 years | 0.065 | 0 | 66 |
| 5 years | 0.018 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.038 | — |
| 2024 | 0.072 | — |
| 2023 | 0.098 | — |
| 2022 | -0.120 | — |
| 2021 | 0.005 | — |
| 2020 | 0.016 | — |
| 2019 | 0.087 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.001 | 0.019 | 0.015 | 0.005 |
| 2024 | 0.016 | 0.008 | 0.031 | 0.016 |
| 2023 | 0.017 | 0.015 | 0.004 | 0.059 |
| 2022 | -0.046 | -0.112 | -0.013 | 0.053 |
| 2021 | 0.002 | 0.006 | 0.001 | -0.004 |
| 2020 | -0.102 | 0.077 | 0.018 | 0.032 |
| 2019 | 0.039 | 0.027 | 0.009 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.065 |
| 5 years | 0.018 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.