Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 25 |
| 1 month | 0.012 | 0 | 29 |
| 3 months | -0.021 | 0 | 32 |
| 1 year | 0.134 | 0 | 65 |
| 3 years | 0.173 | 0 | 54 |
| 5 years | 0.157 | 0 | 27 |
| 10 years | 0.189 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.058 | — |
| 2024 | 0.158 | — |
| 2023 | 0.311 | — |
| 2022 | 0.001 | — |
| 2021 | 0.379 | — |
| 2020 | 0.255 | — |
| 2019 | 0.292 | — |
| 2018 | -0.054 | — |
| 2017 | 0.317 | — |
| 2016 | 0.107 | — |
| 2015 | 0.031 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | 0.084 | -0.032 | 0.036 |
| 2024 | 0.041 | 0.147 | 0.062 | -0.087 |
| 2023 | -0.014 | 0.139 | 0.059 | 0.103 |
| 2022 | -0.046 | -0.107 | 0.123 | 0.046 |
| 2021 | 0.062 | 0.106 | 0.130 | 0.039 |
| 2020 | -0.252 | 0.204 | 0.119 | 0.244 |
| 2019 | 0.110 | 0.064 | 0.019 | 0.074 |
| 2018 | -0.090 | 0.046 | -0.019 | 0.013 |
| 2017 | 0.125 | 0.036 | 0.045 | 0.082 |
| 2016 | -0.052 | 0.105 | 0.137 | -0.071 |
| 2015 | 0.033 | -0.005 | -0.030 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.124 |
| 3 years | 0.173 |
| 5 years | 0.157 |
| 10 years | 0.189 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.