Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.030 | 0 | 79 |
| 1 month | 0.027 | 0 | 64 |
| 3 months | 0.008 | 0 | 85 |
| 1 year | -0.059 | 0 | 93 |
| 3 years | -0.024 | 0 | 99 |
| 5 years | -0.035 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.104 | — |
| 2024 | -0.024 | — |
| 2023 | 0.098 | — |
| 2022 | -0.333 | — |
| 2021 | 0.279 | — |
| 2020 | 0.279 | — |
| 2019 | 0.375 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | 0.065 | -0.011 | -0.048 |
| 2024 | 0.043 | -0.043 | 0.005 | -0.026 |
| 2023 | 0.060 | 0.030 | -0.087 | 0.102 |
| 2022 | -0.175 | -0.189 | 0.023 | -0.025 |
| 2021 | 0.028 | 0.086 | 0.067 | 0.074 |
| 2020 | -0.138 | 0.211 | 0.090 | 0.124 |
| 2019 | 0.187 | 0.073 | -0.010 | 0.090 |
| 2018 | 0.039 | -0.174 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | -0.024 |
| 5 years | -0.035 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.