Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 26 |
| 1 month | 0.006 | 0 | 47 |
| 3 months | 0.012 | 0 | 40 |
| 1 year | 0.043 | 0 | 40 |
| 3 years | 0.047 | 0 | 50 |
| 5 years | -0.002 | 0 | 72 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.011 | — |
| 2024 | 0.058 | — |
| 2023 | 0.082 | — |
| 2022 | -0.157 | — |
| 2021 | 0.001 | — |
| 2020 | 0.061 | — |
| 2019 | 0.102 | — |
| 2018 | -0.073 | — |
| 2017 | 0.070 | — |
| 2016 | 0.129 | — |
| 2015 | -0.050 | — |
| 2014 | 0.035 | — |
| 2013 | 0.046 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | 0.014 | 0.025 | -0.002 |
| 2024 | 0.010 | 0.004 | 0.038 | 0.005 |
| 2023 | -0.003 | 0.015 | 0.008 | 0.060 |
| 2022 | -0.054 | -0.093 | -0.049 | 0.033 |
| 2021 | -0.008 | 0.019 | -0.002 | -0.008 |
| 2020 | -0.127 | 0.115 | 0.026 | 0.062 |
| 2019 | 0.049 | 0.021 | 0.010 | 0.019 |
| 2018 | -0.009 | -0.037 | 0.009 | -0.037 |
| 2017 | 0.036 | 0.013 | 0.017 | 0.002 |
| 2016 | 0.016 | 0.052 | 0.047 | 0.009 |
| 2015 | 0.025 | 0.001 | -0.071 | -0.003 |
| 2014 | 0.028 | 0.037 | -0.011 | -0.018 |
| 2013 | 0.018 | -0.026 | 0.027 | 0.026 |
| 2012 | -0.015 | 0.073 | 0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | 0.029 |
| 5 years | -0.012 |
| 10 years | 0.025 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.