Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 52 |
| 1 month | -0.052 | 0 | 42 |
| 3 months | -0.031 | 0 | 52 |
| 1 year | 0.056 | 0 | 71 |
| 3 years | 0.091 | 0 | 70 |
| 5 years | 0.059 | 0 | 68 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.026 | — |
| 2024 | 0.203 | — |
| 2023 | 0.123 | — |
| 2022 | -0.170 | — |
| 2021 | 0.285 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.031 | — | — | — |
| 2025 | -0.058 | 0.021 | 0.051 | 0.015 |
| 2024 | 0.106 | 0.022 | 0.027 | 0.037 |
| 2023 | 0.035 | 0.037 | -0.033 | 0.081 |
| 2022 | -0.083 | -0.107 | -0.005 | 0.019 |
| 2021 | 0.074 | 0.065 | 0.029 | 0.092 |
| 2020 | 0.104 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.091 |
| 5 years | 0.059 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.