Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 55 |
| 1 month | -0.072 | 0 | 86 |
| 3 months | -0.022 | 0 | 55 |
| 1 year | 0.146 | 0 | 14 |
| 3 years | 0.114 | 0 | 6 |
| 5 years | 0.077 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.162 | — |
| 2024 | 0.126 | — |
| 2023 | 0.110 | — |
| 2022 | -0.070 | — |
| 2021 | 0.125 | — |
| 2020 | 0.019 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.022 | — | — | — |
| 2025 | -0.008 | 0.036 | 0.085 | 0.042 |
| 2024 | 0.053 | 0.027 | 0.024 | 0.016 |
| 2023 | 0.027 | 0.015 | 0.009 | 0.055 |
| 2022 | -0.017 | -0.064 | -0.019 | 0.029 |
| 2021 | 0.026 | 0.048 | 0.013 | 0.033 |
| 2020 | -0.173 | 0.126 | 0 | 0.093 |
| 2019 | 0.023 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.146 |
| 3 years | 0.114 |
| 5 years | 0.077 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.