Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.170 | 0 | 8 |
| 1 month | 0.059 | 0 | 53 |
| 3 months | 0.179 | 0 | 13 |
| 1 year | 0.426 | 0 | 40 |
| 3 years | 0.230 | 0 | 21 |
| 5 years | 0.062 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.242 | — |
| 2024 | 0.190 | — |
| 2023 | 0.118 | — |
| 2022 | -0.232 | — |
| 2021 | -0.064 | — |
| 2020 | 0.079 | — |
| 2019 | 0.141 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | 0.056 | 0.122 | 0.024 |
| 2024 | 0.075 | 0.059 | 0.038 | 0.007 |
| 2023 | 0.061 | -0.004 | 0.004 | 0.053 |
| 2022 | -0.146 | -0.095 | -0.065 | 0.063 |
| 2021 | 0.008 | 0.013 | -0.073 | -0.011 |
| 2020 | -0.171 | 0.114 | 0.051 | 0.112 |
| 2019 | 0.075 | 0.001 | -0.023 | 0.085 |
| 2018 | -0.010 | -0.019 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.426 |
| 3 years | 0.230 |
| 5 years | 0.062 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.