Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 72 |
| 1 month | 0.014 | 0 | 97 |
| 3 months | -0.001 | 0 | 77 |
| 1 year | 0.064 | 0 | 88 |
| 3 years | 0.064 | 0 | 69 |
| 5 years | 0.032 | 0 | 49 |
| 10 years | 0.042 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.050 | — |
| 2024 | 0.068 | — |
| 2023 | 0.087 | — |
| 2022 | -0.077 | — |
| 2021 | 0.082 | — |
| 2020 | 0.056 | — |
| 2019 | 0.137 | — |
| 2018 | -0.091 | — |
| 2017 | 0.055 | — |
| 2016 | 0.055 | — |
| 2015 | 0.028 | — |
| 2014 | 0.057 | — |
| 2013 | 0.070 | — |
| 2012 | 0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.000 | — | — | — |
| 2025 | 0.012 | 0.006 | 0.023 | 0.009 |
| 2024 | 0.032 | 0.008 | 0.029 | -0.003 |
| 2023 | 0.022 | 0.023 | 0.007 | 0.032 |
| 2022 | -0.033 | -0.067 | -0.017 | 0.041 |
| 2021 | 0.044 | 0.033 | -0.005 | 0.008 |
| 2020 | -0.154 | 0.143 | 0.016 | 0.074 |
| 2019 | 0.071 | 0.010 | 0.011 | 0.040 |
| 2018 | -0.022 | 0.003 | 0.002 | -0.076 |
| 2017 | 0.032 | 0.002 | 0.009 | 0.011 |
| 2016 | -0.032 | -0.002 | 0.052 | 0.038 |
| 2015 | 0.068 | -0.010 | -0.067 | 0.042 |
| 2014 | 0.013 | 0.016 | 0.003 | 0.024 |
| 2013 | 0.027 | -0.009 | 0.028 | 0.022 |
| 2012 | 0.042 | -0.017 | 0.033 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.064 |
| 5 years | 0.032 |
| 10 years | 0.042 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.