Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.125 | 0 | 76 |
| 1 month | 0.043 | 0 | 81 |
| 3 months | 0.150 | 0 | 76 |
| 1 year | 0.408 | 0 | 76 |
| 3 years | 0.162 | 0 | 68 |
| 5 years | 0.010 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.212 | — |
| 2024 | 0.109 | — |
| 2023 | 0.027 | — |
| 2022 | -0.237 | — |
| 2021 | -0.039 | — |
| 2020 | 0.307 | — |
| 2019 | 0.269 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.076 | 0.102 | 0.039 |
| 2024 | -0.007 | 0.093 | 0.056 | -0.033 |
| 2023 | 0.035 | -0.031 | -0.021 | 0.046 |
| 2022 | -0.128 | -0.094 | -0.122 | 0.100 |
| 2021 | 0.042 | -0.010 | -0.060 | -0.009 |
| 2020 | -0.191 | 0.190 | 0.152 | 0.178 |
| 2019 | 0.154 | -0.008 | 0.001 | 0.107 |
| 2018 | -0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.338 |
| 3 years | 0.142 |
| 5 years | 0.000 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.