Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.273 | 0 | — |
| 1 month | -0.084 | 0 | — |
| 3 months | -0.177 | 0 | — |
| 1 year | -0.212 | 0 | — |
| 3 years | -0.113 | 0 | — |
| 5 years | -0.036 | 0 | — |
| 10 years | -0.015 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.062 | — |
| 2024 | -0.105 | — |
| 2023 | 0.052 | — |
| 2022 | 0.030 | — |
| 2021 | 0.031 | — |
| 2020 | -0.057 | — |
| 2019 | 0.007 | — |
| 2018 | 0.303 | — |
| 2017 | 0 | — |
| 2016 | 0 | — |
| 2015 | 0 | — |
| 2014 | 0 | — |
| 2013 | 0.080 | — |
| 2012 | 0.110 | — |
| 2011 | 0.026 | — |
| 2010 | 0.336 | — |
| 2009 | 0 | — |
| 2008 | -0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0 |
| 3 years | 0 |
| 5 years | 0 |
| 10 years | 0 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.