Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | — |
| 1 month | 0.013 | 0 | — |
| 3 months | 0.021 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.060 | 0 | — |
| 5 years | 0.009 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.020 | — |
| 2024 | 0.094 | — |
| 2023 | 0.072 | — |
| 2022 | -0.192 | — |
| 2021 | 0.068 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | 0.009 | 0.038 | 0.015 |
| 2024 | 0.031 | 0.004 | 0.013 | 0.043 |
| 2023 | 0.015 | 0.021 | -0.026 | 0.062 |
| 2022 | -0.055 | -0.106 | -0.025 | -0.019 |
| 2021 | 0.021 | 0.014 | 0.001 | 0.030 |
| 2020 | 0.032 | 0.073 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.060 |
| 5 years | 0.009 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.