Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.087 | 0 | 34 |
| 1 month | 0.054 | 0 | 16 |
| 3 months | 0.110 | 0 | 44 |
| 1 year | 0.182 | 0 | 63 |
| 3 years | 0.127 | 0 | 98 |
| 5 years | 0.072 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.098 | — |
| 2024 | 0.235 | — |
| 2023 | -0.054 | — |
| 2022 | -0.189 | — |
| 2021 | 0.290 | — |
| 2020 | -0.056 | — |
| 2019 | 0.029 | — |
| 2018 | -0.121 | — |
| 2017 | 0.072 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | -0.005 | 0.091 | 0.029 |
| 2024 | 0.080 | 0.005 | 0.042 | 0.092 |
| 2023 | -0.069 | 0.005 | 0.042 | -0.029 |
| 2022 | -0.057 | -0.076 | -0.002 | -0.066 |
| 2021 | 0.055 | 0.118 | 0.044 | 0.048 |
| 2020 | -0.267 | 0.127 | 0.023 | 0.117 |
| 2019 | 0.064 | -0.023 | 0.013 | -0.022 |
| 2018 | 0.046 | -0.068 | -0.052 | -0.049 |
| 2017 | 0.037 | -0.008 | -0.001 | 0.043 |
| 2016 | -0.006 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.104 |
| 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.