Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 25 |
| 1 month | -0.072 | 0 | 25 |
| 3 months | -0.016 | 0 | 25 |
| 1 year | 0.154 | 0 | 19 |
| 3 years | 0.131 | 0 | 3 |
| 5 years | 0.065 | 0 | 7 |
| 10 years | 0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.234 | — |
| 2024 | 0.119 | — |
| 2023 | 0.142 | — |
| 2022 | -0.212 | — |
| 2021 | 0.240 | — |
| 2020 | -0.027 | — |
| 2019 | 0.269 | — |
| 2018 | -0.183 | — |
| 2017 | 0.152 | — |
| 2016 | -0.037 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.016 | — | — | — |
| 2025 | 0.052 | 0.102 | 0.026 | 0.038 |
| 2024 | 0.060 | 0.025 | 0.046 | -0.015 |
| 2023 | 0.073 | -0.002 | -0.018 | 0.086 |
| 2022 | -0.100 | -0.146 | -0.082 | 0.117 |
| 2021 | 0.107 | 0.062 | -0.002 | 0.056 |
| 2020 | -0.290 | 0.170 | 0.041 | 0.124 |
| 2019 | 0.126 | 0.017 | 0.009 | 0.098 |
| 2018 | -0.014 | 0.015 | -0.016 | -0.171 |
| 2017 | 0.066 | 0.033 | 0.036 | 0.010 |
| 2016 | -0.072 | -0.076 | 0.080 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.132 |
| 3 years | 0.124 |
| 5 years | 0.061 |
| 10 years | 0.060 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.