Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 48 |
| 1 month | -0.080 | 0 | 53 |
| 3 months | -0.048 | 0 | 48 |
| 1 year | 0.160 | 0 | 52 |
| 3 years | 0.133 | 0 | 50 |
| 5 years | 0.058 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.213 | — |
| 2024 | 0.115 | — |
| 2023 | 0.197 | — |
| 2022 | -0.200 | — |
| 2021 | 0.123 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.048 | — | — | — |
| 2025 | -0.004 | 0.102 | 0.066 | 0.036 |
| 2024 | 0.069 | 0.011 | 0.055 | -0.021 |
| 2023 | 0.062 | 0.055 | -0.035 | 0.108 |
| 2022 | -0.076 | -0.152 | -0.075 | 0.105 |
| 2021 | 0.048 | 0.072 | -0.031 | 0.032 |
| 2020 | 0.196 | 0.077 | 0.181 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.160 |
| 3 years | 0.133 |
| 5 years | 0.058 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.