Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.160 | 0 | 28 |
| 1 month | 0.067 | 0 | 68 |
| 3 months | 0.180 | 0 | 26 |
| 1 year | 0.414 | 0 | 36 |
| 3 years | 0.188 | 0 | 20 |
| 5 years | 0.053 | 0 | 61 |
| 10 years | 0.104 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.267 | — |
| 2024 | 0.092 | — |
| 2023 | 0.081 | — |
| 2022 | -0.143 | — |
| 2021 | -0.110 | — |
| 2020 | 0.264 | — |
| 2019 | 0.157 | — |
| 2018 | -0.139 | — |
| 2017 | 0.265 | — |
| 2016 | 0.250 | — |
| 2015 | -0.052 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.037 | 0.150 | 0.041 |
| 2024 | 0.034 | 0.028 | 0.019 | 0.008 |
| 2023 | 0.044 | -0.037 | 0.010 | 0.064 |
| 2022 | -0.085 | -0.074 | -0.040 | 0.053 |
| 2021 | -0.001 | 0.045 | -0.116 | -0.035 |
| 2020 | -0.181 | 0.249 | 0.050 | 0.177 |
| 2019 | 0.092 | 0.018 | -0.008 | 0.050 |
| 2018 | -0.036 | -0.025 | -0.007 | -0.078 |
| 2017 | 0.114 | 0.046 | 0.036 | 0.049 |
| 2016 | 0.063 | 0.068 | 0.124 | -0.020 |
| 2015 | 0.098 | -0.077 | -0.134 | 0.079 |
| 2014 | 0.052 | 0.028 | 0.007 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.414 |
| 3 years | 0.188 |
| 5 years | 0.053 |
| 10 years | 0.104 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.