Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.171 | 0 | 35 |
| 1 month | -0.151 | 0 | 49 |
| 3 months | -0.157 | 0 | 22 |
| 1 year | -0.065 | 0 | 37 |
| 3 years | 0.096 | 0 | 29 |
| 5 years | 0.122 | 0 | 20 |
| 10 years | 0.175 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.012 | — |
| 2024 | 0.264 | — |
| 2023 | 0.285 | — |
| 2022 | -0.223 | — |
| 2021 | 0.778 | — |
| 2020 | 0.717 | — |
| 2019 | 0.032 | — |
| 2018 | 0.203 | — |
| 2017 | 0.207 | — |
| 2016 | -0.032 | — |
| 2015 | 0.050 | — |
| 2014 | 0.271 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.121 | 0.105 | -0.078 | 0.105 |
| 2024 | 0.013 | 0.069 | 0.161 | 0.006 |
| 2023 | -0.009 | 0.060 | 0.091 | 0.122 |
| 2022 | -0.062 | -0.205 | -0.006 | 0.048 |
| 2021 | 0.106 | 0.191 | 0.217 | 0.109 |
| 2020 | -0.188 | 0.179 | 0.464 | 0.224 |
| 2019 | 0.054 | -0.016 | 0.019 | -0.024 |
| 2018 | 0.067 | 0.097 | 0.114 | -0.077 |
| 2017 | 0.016 | -0.012 | 0.025 | 0.174 |
| 2016 | 0.013 | -0.001 | -0.080 | 0.040 |
| 2015 | 0.021 | -0.046 | 0.114 | -0.032 |
| 2014 | -0.030 | 0.095 | 0.157 | 0.035 |
| 2013 | -0.052 | 0.243 | 0.258 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.096 |
| 5 years | 0.122 |
| 10 years | 0.175 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.