Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.117 | 0 | 28 |
| 1 month | -0.075 | 0 | 1 |
| 3 months | -0.117 | 0 | 28 |
| 1 year | -0.072 | 0 | 90 |
| 3 years | 0.103 | 0 | 95 |
| 5 years | 0.137 | 0 | 60 |
| 10 years | 0.170 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.039 | — |
| 2024 | 0.131 | — |
| 2023 | 0.263 | — |
| 2022 | 0.121 | — |
| 2021 | 0.587 | — |
| 2020 | 0.449 | — |
| 2019 | 0.043 | — |
| 2018 | -0.007 | — |
| 2017 | 0.383 | — |
| 2016 | -0.015 | — |
| 2015 | 0.128 | — |
| 2014 | 0.678 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.117 | — | — | — |
| 2025 | -0.085 | 0.103 | -0.049 | 0.002 |
| 2024 | 0.082 | 0.146 | 0.016 | -0.102 |
| 2023 | -0.097 | 0.129 | 0.101 | 0.125 |
| 2022 | 0.032 | -0.124 | 0.174 | 0.056 |
| 2021 | 0.134 | 0.199 | 0.130 | 0.032 |
| 2020 | -0.258 | 0.321 | 0.229 | 0.202 |
| 2019 | 0.030 | 0.010 | -0.045 | 0.051 |
| 2018 | -0.035 | 0.006 | 0.005 | 0.019 |
| 2017 | 0.120 | 0.051 | 0.039 | 0.130 |
| 2016 | -0.085 | 0.091 | 0.044 | -0.055 |
| 2015 | 0.044 | -0.010 | 0.017 | 0.073 |
| 2014 | 0.110 | 0.294 | 0.084 | 0.078 |
| 2013 | 0.008 | -0.053 | 0.163 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.072 |
| 3 years | 0.103 |
| 5 years | 0.137 |
| 10 years | 0.170 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.