Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 26 |
| 1 month | 0.037 | 0 | 27 |
| 3 months | 0.044 | 0 | 32 |
| 1 year | 0.169 | 0 | 25 |
| 3 years | 0.160 | 0 | 23 |
| 5 years | 0.121 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.136 | — |
| 2024 | 0.183 | — |
| 2023 | 0.147 | — |
| 2022 | -0.080 | — |
| 2021 | 0.189 | — |
| 2020 | 0.125 | — |
| 2019 | 0.215 | — |
| 2018 | -0.045 | — |
| 2017 | 0.130 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | 0.050 | 0.095 | 0.032 |
| 2024 | 0.086 | 0.023 | 0.007 | 0.057 |
| 2023 | 0.040 | 0.030 | 0.007 | 0.063 |
| 2022 | -0.027 | -0.086 | 0.015 | 0.019 |
| 2021 | 0.040 | 0.069 | 0.012 | 0.056 |
| 2020 | -0.170 | 0.201 | 0.032 | 0.093 |
| 2019 | 0.098 | 0.059 | 0.031 | 0.014 |
| 2018 | -0.044 | 0.070 | 0.051 | -0.112 |
| 2017 | 0.054 | 0.004 | 0.018 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.169 |
| 3 years | 0.160 |
| 5 years | 0.121 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.