Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 17 |
| 1 month | 0.043 | 0 | 14 |
| 3 months | 0.069 | 0 | 13 |
| 1 year | 0.256 | 0 | 7 |
| 3 years | 0.185 | 0 | 28 |
| 5 years | 0.125 | 0 | 20 |
| 10 years | 0.106 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.214 | — |
| 2024 | 0.213 | — |
| 2023 | 0.114 | — |
| 2022 | -0.090 | — |
| 2021 | 0.170 | — |
| 2020 | 0.066 | — |
| 2019 | 0.175 | — |
| 2018 | -0.078 | — |
| 2017 | 0.112 | — |
| 2016 | 0.058 | — |
| 2015 | 0.078 | — |
| 2014 | 0.092 | — |
| 2013 | 0.257 | — |
| 2012 | 0.092 | — |
| 2011 | -0.105 | — |
| 2010 | 0.112 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.066 | 0.097 | 0.035 |
| 2024 | 0.086 | 0.011 | 0.064 | 0.038 |
| 2023 | 0.050 | 0.017 | -0.020 | 0.064 |
| 2022 | -0.040 | -0.115 | -0.024 | 0.099 |
| 2021 | 0.064 | 0.049 | 0.000 | 0.048 |
| 2020 | -0.192 | 0.144 | 0.047 | 0.102 |
| 2019 | 0.094 | 0.009 | 0.011 | 0.053 |
| 2018 | -0.005 | 0.028 | 0.006 | -0.103 |
| 2017 | 0.039 | 0.003 | 0.021 | 0.046 |
| 2016 | -0.041 | 0.013 | 0.061 | 0.027 |
| 2015 | 0.085 | -0.009 | -0.049 | 0.055 |
| 2014 | 0.046 | 0.022 | 0.000 | 0.022 |
| 2013 | 0.070 | 0.011 | 0.059 | 0.098 |
| 2012 | 0.081 | -0.056 | 0.044 | 0.025 |
| 2011 | 0.026 | -0.033 | -0.134 | 0.041 |
| 2010 | 0.019 | -0.075 | 0.096 | 0.076 |
| 2009 | 0.150 | 0.096 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.256 |
| 3 years | 0.185 |
| 5 years | 0.125 |
| 10 years | 0.106 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.