Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.181 | 0 | 51 |
| 1 month | -0.165 | 0 | 59 |
| 3 months | -0.181 | 0 | 86 |
| 1 year | -0.091 | 0 | 46 |
| 3 years | 0.074 | 0 | 45 |
| 5 years | 0.105 | 0 | 45 |
| 10 years | 0.171 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | -0.047 | — |
| 2024 | 0.189 | — |
| 2023 | 0.363 | — |
| 2022 | -0.210 | — |
| 2021 | 0.723 | — |
| 2020 | 0.606 | — |
| 2019 | 0.097 | — |
| 2018 | 0.149 | — |
| 2017 | 0.233 | — |
| 2016 | -0.028 | — |
| 2015 | 0.118 | — |
| 2014 | 0.220 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.149 | 0.118 | -0.081 | 0.092 |
| 2024 | -0.014 | 0.054 | 0.136 | 0.007 |
| 2023 | 0.010 | 0.096 | 0.082 | 0.138 |
| 2022 | -0.064 | -0.201 | 0.004 | 0.052 |
| 2021 | 0.121 | 0.179 | 0.180 | 0.105 |
| 2020 | -0.189 | 0.223 | 0.329 | 0.218 |
| 2019 | 0.074 | -0.017 | 0.033 | 0.006 |
| 2018 | 0.081 | 0.064 | 0.061 | -0.059 |
| 2017 | 0.006 | 0.004 | 0.038 | 0.176 |
| 2016 | -0.020 | 0.036 | -0.074 | 0.034 |
| 2015 | 0.072 | -0.065 | 0.100 | 0.014 |
| 2014 | -0.021 | 0.097 | 0.130 | 0.006 |
| 2013 | -0.041 | 0.202 | 0.172 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | 0.074 |
| 5 years | 0.105 |
| 10 years | 0.171 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.