Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.066 | 0 | 5 |
| 1 month | 0.049 | 0 | 55 |
| 3 months | 0.091 | 0 | 20 |
| 1 year | 0.137 | 0 | 7 |
| 3 years | 0.085 | 0 | 69 |
| 5 years | 0.058 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.137 | — |
| 2024 | 0.042 | — |
| 2023 | 0.084 | — |
| 2022 | -0.187 | — |
| 2021 | 0.208 | — |
| 2020 | 0.049 | — |
| 2019 | 0.282 | — |
| 2018 | -0.156 | — |
| 2017 | 0.271 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | 0.009 | 0.005 | 0.058 |
| 2024 | 0.043 | 0.021 | 0.032 | -0.053 |
| 2023 | 0.081 | -0.006 | -0.035 | 0.045 |
| 2022 | -0.077 | -0.121 | -0.069 | 0.075 |
| 2021 | 0.084 | 0.077 | -0.020 | 0.057 |
| 2020 | -0.203 | 0.120 | 0.077 | 0.090 |
| 2019 | 0.127 | 0.068 | 0.002 | 0.063 |
| 2018 | -0.040 | 0.027 | -0.006 | -0.140 |
| 2017 | 0.088 | 0.063 | 0.055 | 0.042 |
| 2016 | 0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.061 |
| 5 years | 0.044 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.