Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.177 | 0 | 50 |
| 1 month | 0.112 | 0 | 50 |
| 3 months | 0.219 | 0 | 26 |
| 1 year | 0.526 | 0 | 46 |
| 3 years | 0.259 | 0 | 55 |
| 5 years | 0.177 | 0 | 44 |
| 10 years | 0.126 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.331 | — |
| 2024 | 0.105 | — |
| 2023 | 0.221 | — |
| 2022 | 0.035 | — |
| 2021 | 0.149 | — |
| 2020 | -0.113 | — |
| 2019 | 0.100 | — |
| 2018 | -0.147 | — |
| 2017 | 0.208 | — |
| 2016 | 0.094 | — |
| 2015 | 0.125 | — |
| 2014 | -0.056 | — |
| 2013 | 0.353 | — |
| 2012 | 0.021 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.089 | 0.125 | 0.059 |
| 2024 | 0.121 | -0.064 | 0.060 | -0.007 |
| 2023 | 0.055 | 0.068 | 0.047 | 0.035 |
| 2022 | 0.049 | -0.075 | -0.096 | 0.181 |
| 2021 | 0.169 | 0.008 | 0.047 | -0.068 |
| 2020 | -0.273 | 0.051 | -0.002 | 0.163 |
| 2019 | 0.050 | -0.017 | -0.007 | 0.074 |
| 2018 | -0.014 | -0.050 | 0.052 | -0.135 |
| 2017 | 0.040 | 0.027 | 0.037 | 0.091 |
| 2016 | -0.102 | -0.039 | 0.156 | 0.097 |
| 2015 | 0.121 | 0.074 | -0.129 | 0.073 |
| 2014 | -0.040 | 0.065 | -0.041 | -0.037 |
| 2013 | 0.140 | 0.079 | 0.057 | 0.040 |
| 2012 | 0.112 | -0.126 | -0.037 | 0.090 |
| 2011 | -0.068 | -0.051 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.526 |
| 3 years | 0.259 |
| 5 years | 0.177 |
| 10 years | 0.126 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.