Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.000 | 0 | 41 |
| 1 month | 0.008 | 0 | 38 |
| 3 months | 0.005 | 0 | 18 |
| 1 year | 0.093 | 0 | 26 |
| 3 years | 0.117 | 0 | 7 |
| 5 years | 0.106 | 0 | 6 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.065 | — |
| 2024 | 0.128 | — |
| 2023 | 0.154 | — |
| 2022 | 0.057 | — |
| 2021 | 0.148 | — |
| 2020 | 0.145 | — |
| 2019 | 0.080 | — |
| 2018 | -0.017 | — |
| 2017 | 0.089 | — |
| 2016 | 0.122 | — |
| 2015 | 0.041 | — |
| 2014 | 0.182 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | 0.033 | 0.000 | 0.024 |
| 2024 | 0.034 | 0.047 | 0.052 | -0.010 |
| 2023 | 0.004 | 0.055 | 0.031 | 0.057 |
| 2022 | 0.008 | -0.026 | 0.051 | 0.024 |
| 2021 | 0.024 | 0.047 | 0.061 | 0.010 |
| 2020 | -0.067 | 0.082 | 0.048 | 0.084 |
| 2019 | 0.030 | 0.008 | 0.009 | 0.031 |
| 2018 | -0.012 | -0.019 | -0.007 | 0.021 |
| 2017 | 0.030 | 0.029 | 0.007 | 0.020 |
| 2016 | 0.011 | 0.043 | 0.062 | 0.002 |
| 2015 | 0.019 | -0.009 | 0.029 | 0.001 |
| 2014 | 0.027 | 0.064 | 0.038 | 0.042 |
| 2013 | 0.025 | -0.032 | 0.052 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.093 |
| 3 years | 0.117 |
| 5 years | 0.106 |
| 10 years | 0.099 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.