Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.144 | 0 | 85 |
| 1 month | 0.012 | 0 | 90 |
| 3 months | 0.119 | 0 | 93 |
| 1 year | 0.547 | 0 | 1 |
| 3 years | 0.180 | 0 | 6 |
| 5 years | 0.104 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.466 | — |
| 2024 | -0.244 | — |
| 2023 | 0.320 | — |
| 2022 | 0.019 | — |
| 2021 | -0.151 | — |
| 2020 | -0.207 | — |
| 2019 | 0.390 | — |
| 2018 | 0.036 | — |
| 2017 | 0.130 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.107 | 0.070 | 0.117 | 0.108 |
| 2024 | -0.020 | -0.102 | 0.005 | -0.145 |
| 2023 | 0.007 | 0.183 | 0.007 | 0.099 |
| 2022 | 0.293 | -0.208 | 0.078 | -0.077 |
| 2021 | -0.091 | 0.202 | -0.180 | -0.053 |
| 2020 | -0.480 | 0.251 | -0.056 | 0.290 |
| 2019 | 0.108 | 0.070 | 0.018 | 0.152 |
| 2018 | 0.053 | -0.168 | 0.029 | 0.150 |
| 2017 | 0.082 | -0.090 | 0.185 | -0.031 |
| 2016 | 0.061 | 0.075 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.526 |
| 3 years | 0.175 |
| 5 years | 0.101 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.