Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 23 |
| 1 month | 0.084 | 0 | 43 |
| 3 months | -0.025 | 0 | 23 |
| 1 year | 0.048 | 0 | 16 |
| 3 years | 0.137 | 0 | 31 |
| 5 years | 0.126 | 0 | 29 |
| 10 years | 0.128 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.090 | — |
| 2024 | 0.142 | — |
| 2023 | 0.237 | — |
| 2022 | 0.059 | — |
| 2021 | 0.191 | — |
| 2020 | 0.099 | — |
| 2019 | 0.135 | — |
| 2018 | 0.002 | — |
| 2017 | 0.357 | — |
| 2016 | 0.062 | — |
| 2015 | 0.054 | — |
| 2014 | 0.301 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.125 | — | — | — |
| 2025 | -0.041 | 0.107 | -0.013 | 0.040 |
| 2024 | 0.068 | 0.102 | 0.053 | -0.079 |
| 2023 | -0.044 | 0.103 | 0.035 | 0.134 |
| 2022 | -0.011 | -0.079 | 0.097 | 0.059 |
| 2021 | 0.024 | 0.059 | 0.111 | -0.011 |
| 2020 | -0.280 | 0.148 | 0.086 | 0.224 |
| 2019 | 0.056 | 0.033 | -0.025 | 0.068 |
| 2018 | -0.036 | 0.018 | 0.005 | 0.016 |
| 2017 | 0.141 | 0.045 | 0.040 | 0.094 |
| 2016 | -0.037 | 0.080 | 0.083 | -0.057 |
| 2015 | 0.056 | -0.037 | 0.043 | -0.007 |
| 2014 | 0.051 | 0.119 | 0.038 | 0.065 |
| 2013 | 0.035 | -0.028 | 0.089 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.137 |
| 5 years | 0.126 |
| 10 years | 0.128 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.