Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 73 |
| 1 month | 0.026 | 0 | 61 |
| 3 months | 0.037 | 0 | 71 |
| 1 year | 0.136 | 0 | 56 |
| 3 years | 0.104 | 0 | 50 |
| 5 years | 0.059 | 0 | 67 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.131 | — |
| 2024 | 0.075 | — |
| 2023 | 0.113 | — |
| 2022 | -0.139 | — |
| 2021 | 0.103 | — |
| 2020 | 0.062 | — |
| 2019 | 0.225 | — |
| 2018 | -0.071 | — |
| 2017 | 0.128 | — |
| 2016 | 0.175 | — |
| 2015 | 0.070 | — |
| 2014 | 0.082 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | 0.040 | 0.065 | 0.034 |
| 2024 | 0.056 | 0.011 | 0.001 | 0.007 |
| 2023 | 0.038 | 0.006 | -0.005 | 0.071 |
| 2022 | -0.067 | -0.095 | -0.028 | 0.049 |
| 2021 | 0.015 | 0.053 | 0.012 | 0.020 |
| 2020 | -0.176 | 0.158 | 0.024 | 0.088 |
| 2019 | 0.086 | 0.061 | 0.024 | 0.038 |
| 2018 | -0.041 | 0.061 | 0.029 | -0.113 |
| 2017 | 0.045 | 0.019 | 0.019 | 0.040 |
| 2016 | 0.008 | 0.029 | 0.080 | 0.049 |
| 2015 | 0.064 | -0.026 | -0.036 | 0.071 |
| 2014 | -0.004 | 0.019 | 0.027 | 0.038 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.104 |
| 5 years | 0.059 |
| 10 years | 0.080 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.