Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.027 | 0 | — |
| 1 month | 0.018 | 0 | — |
| 3 months | 0.026 | 0 | — |
| 1 year | 0.097 | 0 | — |
| 3 years | 0.069 | 0 | — |
| 5 years | 0.016 | 0 | — |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.087 | — |
| 2024 | 0.047 | — |
| 2023 | 0.035 | — |
| 2022 | -0.133 | — |
| 2021 | 0.020 | — |
| 2020 | 0.109 | — |
| 2019 | 0.083 | — |
| 2018 | -0.028 | — |
| 2017 | 0.044 | — |
| 2016 | 0.029 | — |
| 2015 | 0.013 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | 0.021 | 0.032 | 0.013 |
| 2024 | 0.032 | 0.003 | 0.006 | 0.005 |
| 2023 | 0.004 | 0.008 | -0.008 | 0.032 |
| 2022 | -0.045 | -0.045 | -0.024 | -0.025 |
| 2021 | -0.007 | 0.023 | 0.003 | 0.001 |
| 2020 | -0.012 | 0.059 | 0.024 | 0.036 |
| 2019 | 0.038 | 0.021 | 0.011 | 0.011 |
| 2018 | -0.016 | 0 | 0.004 | -0.016 |
| 2017 | 0.011 | 0.005 | 0.012 | 0.015 |
| 2016 | 0.004 | 0.011 | 0.016 | -0.002 |
| 2015 | 0.018 | -0.003 | -0.009 | 0.007 |
| 2014 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.069 |
| 5 years | 0.016 |
| 10 years | 0.030 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.