Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 63 |
| 1 month | -0.037 | 0 | 10 |
| 3 months | -0.021 | 0 | 63 |
| 1 year | 0.141 | 0 | 56 |
| 3 years | 0.101 | 0 | 50 |
| 5 years | 0.045 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.112 | — |
| 2024 | 0.146 | — |
| 2023 | 0.055 | — |
| 2022 | -0.164 | — |
| 2021 | 0.098 | — |
| 2020 | 0.167 | — |
| 2019 | 0.150 | — |
| 2018 | -0.072 | — |
| 2017 | 0.141 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.021 | — | — | — |
| 2025 | -0.046 | 0.082 | 0.050 | 0.026 |
| 2024 | 0.067 | 0.048 | 0.019 | 0.006 |
| 2023 | -0.015 | 0.035 | -0.027 | 0.063 |
| 2022 | -0.082 | -0.097 | -0.072 | 0.087 |
| 2021 | -0.030 | 0.088 | -0.027 | 0.070 |
| 2020 | -0.098 | 0.111 | 0.085 | 0.073 |
| 2019 | 0.077 | 0.024 | -0.054 | 0.102 |
| 2018 | 0 | 0.021 | 0.050 | -0.135 |
| 2017 | 0.044 | 0.051 | 0.012 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.090 |
| 5 years | 0.039 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.