Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 8 |
| 1 month | 0.009 | 0 | 23 |
| 3 months | 0.010 | 0 | 39 |
| 1 year | 0.069 | 0 | 36 |
| 3 years | 0.082 | 0 | 14 |
| 5 years | 0.067 | 0 | 24 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.063 | — |
| 2024 | 0.095 | — |
| 2023 | 0.080 | — |
| 2022 | 0.050 | — |
| 2021 | 0.027 | — |
| 2020 | 0.111 | — |
| 2019 | 0.134 | — |
| 2018 | 0.061 | — |
| 2017 | 0.047 | — |
| 2016 | 0.161 | — |
| 2015 | 0.065 | — |
| 2014 | 0.136 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | 0.019 | 0.007 | 0.010 |
| 2024 | 0.031 | 0.019 | 0.035 | 0.007 |
| 2023 | 0.018 | 0.028 | 0.012 | 0.019 |
| 2022 | 0.006 | 0.003 | 0.019 | 0.022 |
| 2021 | -0.003 | 0.011 | 0.014 | 0.005 |
| 2020 | 0.037 | 0.038 | 0.004 | 0.028 |
| 2019 | 0.026 | 0.044 | 0.033 | 0.024 |
| 2018 | 0.005 | 0.005 | 0.014 | 0.037 |
| 2017 | 0.010 | 0.036 | 0.009 | -0.008 |
| 2016 | 0.026 | 0.035 | 0.050 | 0.041 |
| 2015 | 0.028 | -0.009 | 0.049 | -0.003 |
| 2014 | 0.021 | 0.024 | 0.017 | 0.068 |
| 2013 | 0.041 | -0.041 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.082 |
| 5 years | 0.067 |
| 10 years | 0.083 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.