Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 71 |
| 1 month | 0.009 | 0 | 77 |
| 3 months | 0.014 | 0 | 13 |
| 1 year | 0.071 | 0 | 12 |
| 3 years | 0.070 | 0 | 3 |
| 5 years | 0.023 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.080 | — |
| 2024 | 0.046 | — |
| 2023 | 0.079 | — |
| 2022 | -0.095 | — |
| 2021 | -0.008 | — |
| 2020 | 0.076 | — |
| 2019 | 0.105 | — |
| 2018 | -0.003 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | 0.021 | 0.022 | 0.012 |
| 2024 | 0.004 | 0.008 | 0.048 | -0.014 |
| 2023 | 0.027 | -0.001 | -0.008 | 0.060 |
| 2022 | -0.052 | -0.038 | -0.031 | 0.025 |
| 2021 | -0.022 | 0.018 | 0.001 | -0.005 |
| 2020 | -0.042 | 0.083 | 0.015 | 0.021 |
| 2019 | 0.040 | 0.032 | 0.016 | 0.012 |
| 2018 | -0.014 | -0.002 | 0.009 | 0.005 |
| 2017 | 0.017 | 0.013 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.039 |
| 3 years | 0.060 |
| 5 years | 0.017 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.