Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | — |
| 1 month | 0.154 | 0 | — |
| 3 months | 0.029 | 0 | — |
| 1 year | 0.086 | 0 | — |
| 3 years | 0.212 | 0 | — |
| 5 years | 0.153 | 0 | — |
| 10 years | 0.142 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.025 | — |
| 2024 | 0.275 | — |
| 2023 | 0.268 | — |
| 2022 | 0.005 | — |
| 2021 | 0.301 | — |
| 2020 | 0.147 | — |
| 2019 | 0.010 | — |
| 2018 | -0.084 | — |
| 2017 | 0.462 | — |
| 2016 | 0.082 | — |
| 2015 | 0.067 | — |
| 2014 | 0.442 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.128 | — | — | — |
| 2025 | -0.072 | 0.095 | -0.014 | 0.023 |
| 2024 | 0.137 | 0.180 | 0.079 | -0.119 |
| 2023 | -0.103 | 0.158 | 0.031 | 0.185 |
| 2022 | -0.023 | -0.111 | 0.163 | -0.005 |
| 2021 | 0.051 | 0.126 | 0.102 | -0.002 |
| 2020 | -0.254 | 0.217 | 0.051 | 0.203 |
| 2019 | 0.005 | -0.033 | 0.010 | 0.029 |
| 2018 | -0.075 | -0.011 | -0.031 | 0.032 |
| 2017 | 0.183 | 0.048 | 0.051 | 0.121 |
| 2016 | -0.054 | 0.091 | 0.119 | -0.064 |
| 2015 | 0.037 | 0.015 | -0.006 | 0.020 |
| 2014 | 0.043 | 0.213 | 0.039 | 0.096 |
| 2013 | 0.035 | -0.028 | 0.153 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.212 |
| 5 years | 0.153 |
| 10 years | 0.142 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.