Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 75 |
| 1 month | -0.073 | 0 | 82 |
| 3 months | -0.035 | 0 | 75 |
| 1 year | 0.074 | 0 | 62 |
| 3 years | 0.039 | 0 | 55 |
| 5 years | -0.072 | 0 | 93 |
| 10 years | 0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.169 | — |
| 2024 | 0.126 | — |
| 2023 | -0.094 | — |
| 2022 | -0.250 | — |
| 2021 | -0.200 | — |
| 2020 | 0.154 | — |
| 2019 | 0.264 | — |
| 2018 | -0.106 | — |
| 2017 | 0.269 | — |
| 2016 | 0.021 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.035 | — | — | — |
| 2025 | 0.050 | 0.033 | 0.125 | -0.042 |
| 2024 | 0.012 | 0.044 | 0.118 | -0.047 |
| 2023 | 0.027 | -0.076 | -0.042 | -0.002 |
| 2022 | -0.136 | -0.046 | -0.145 | 0.065 |
| 2021 | 0.003 | -0.021 | -0.126 | -0.068 |
| 2020 | -0.072 | 0.107 | 0.058 | 0.063 |
| 2019 | 0.180 | 0.007 | -0.015 | 0.081 |
| 2018 | 0.018 | -0.032 | -0.048 | -0.047 |
| 2017 | 0.079 | 0.048 | 0.072 | 0.047 |
| 2016 | -0.039 | 0.035 | 0.078 | -0.048 |
| 2015 | -0.131 | 0.045 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.010 |
| 3 years | 0.018 |
| 5 years | -0.083 |
| 10 years | 0.013 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.