Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 97 |
| 1 month | -0.006 | 0 | 98 |
| 3 months | 0.012 | 0 | 77 |
| 1 year | 0.050 | 0 | 90 |
| 3 years | 0.084 | 0 | 56 |
| 5 years | 0.063 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.064 | — |
| 2024 | 0.092 | — |
| 2023 | 0.136 | — |
| 2022 | 0.000 | — |
| 2021 | 0.036 | — |
| 2020 | -0.014 | — |
| 2019 | 0.085 | — |
| 2018 | -0.011 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.027 | 0.019 | 0.013 |
| 2024 | 0.024 | 0.021 | 0.025 | 0.018 |
| 2023 | 0.030 | 0.039 | 0.021 | 0.039 |
| 2022 | -0.004 | -0.049 | 0.013 | 0.043 |
| 2021 | 0.012 | 0.015 | 0.003 | 0.006 |
| 2020 | -0.164 | 0.108 | 0.026 | 0.038 |
| 2019 | 0.046 | 0.011 | 0.009 | 0.017 |
| 2018 | 0.005 | -0.002 | 0.017 | -0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.062 |
| 5 years | 0.050 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.