Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 5 |
| 1 month | 0.022 | 0 | 32 |
| 3 months | 0.101 | 0 | 4 |
| 1 year | 0.155 | 0 | 8 |
| 3 years | 0.170 | 0 | 9 |
| 5 years | 0.129 | 0 | 15 |
| 10 years | 0.129 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.071 | — |
| 2024 | 0.113 | — |
| 2023 | 0.313 | — |
| 2022 | -0.143 | — |
| 2021 | 0.348 | — |
| 2020 | 0.109 | — |
| 2019 | 0.318 | — |
| 2018 | -0.037 | — |
| 2017 | 0.089 | — |
| 2016 | 0.068 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | 0.054 | 0.036 | 0.064 |
| 2024 | 0.148 | 0.031 | -0.066 | 0.006 |
| 2023 | 0.091 | 0.070 | 0.035 | 0.088 |
| 2022 | -0.063 | -0.109 | 0.001 | 0.026 |
| 2021 | 0.127 | 0.043 | 0.028 | 0.117 |
| 2020 | -0.156 | 0.172 | 0.047 | 0.071 |
| 2019 | 0.158 | 0.020 | 0.067 | 0.047 |
| 2018 | -0.017 | 0.063 | 0.037 | -0.111 |
| 2017 | 0.053 | -0.015 | 0.002 | 0.048 |
| 2016 | -0.034 | 0.020 | 0.032 | 0.050 |
| 2015 | -0.052 | -0.085 | 0.113 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.155 |
| 3 years | 0.170 |
| 5 years | 0.129 |
| 10 years | 0.129 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.