Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 23 |
| 1 month | 0.011 | 0 | 78 |
| 3 months | -0.009 | 0 | 23 |
| 1 year | 0.253 | 0 | 22 |
| 3 years | 0.274 | 0 | 7 |
| 5 years | 0.236 | 0 | 2 |
| 10 years | 0.208 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.075 | — |
| 2024 | 0.295 | — |
| 2023 | 0.455 | — |
| 2022 | 0.130 | — |
| 2021 | 0.409 | — |
| 2020 | 0.214 | — |
| 2019 | 0.000 | — |
| 2018 | -0.102 | — |
| 2017 | 0.431 | — |
| 2016 | 0.124 | — |
| 2015 | 0.068 | — |
| 2014 | 0.778 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.088 | 0.135 | -0.022 | 0.061 |
| 2024 | 0.061 | 0.147 | 0.086 | -0.019 |
| 2023 | -0.025 | 0.195 | 0.111 | 0.124 |
| 2022 | -0.005 | -0.078 | 0.174 | 0.049 |
| 2021 | 0.127 | 0.127 | 0.103 | 0.005 |
| 2020 | -0.278 | 0.224 | 0.144 | 0.200 |
| 2019 | 0.045 | -0.033 | -0.048 | 0.040 |
| 2018 | -0.077 | -0.009 | -0.050 | 0.033 |
| 2017 | 0.174 | 0.042 | 0.029 | 0.137 |
| 2016 | -0.049 | 0.112 | 0.132 | -0.061 |
| 2015 | 0.021 | 0.010 | 0.012 | 0.024 |
| 2014 | 0.102 | 0.301 | 0.093 | 0.135 |
| 2013 | -0.002 | -0.030 | 0.229 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.243 |
| 3 years | 0.274 |
| 5 years | 0.236 |
| 10 years | 0.208 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.