Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 30 |
| 1 month | 0.017 | 0 | 39 |
| 3 months | -0.015 | 0 | 26 |
| 1 year | 0.197 | 0 | 44 |
| 3 years | 0.231 | 0 | 14 |
| 5 years | 0.212 | 0 | 2 |
| 10 years | 0.187 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.154 | — |
| 2024 | 0.215 | — |
| 2023 | 0.310 | — |
| 2022 | 0.127 | — |
| 2021 | 0.429 | — |
| 2020 | 0.126 | — |
| 2019 | 0.066 | — |
| 2018 | -0.052 | — |
| 2017 | 0.316 | — |
| 2016 | 0.113 | — |
| 2015 | 0.003 | — |
| 2014 | 0.394 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.094 | -0.008 | 0.055 |
| 2024 | 0.088 | 0.112 | 0.107 | -0.092 |
| 2023 | -0.032 | 0.117 | 0.081 | 0.121 |
| 2022 | 0.014 | -0.052 | 0.106 | 0.060 |
| 2021 | 0.104 | 0.114 | 0.173 | -0.009 |
| 2020 | -0.301 | 0.200 | 0.081 | 0.242 |
| 2019 | 0.036 | 0.024 | -0.043 | 0.050 |
| 2018 | -0.073 | -0.004 | 0.015 | 0.012 |
| 2017 | 0.136 | 0.020 | 0.031 | 0.101 |
| 2016 | -0.045 | 0.100 | 0.083 | -0.022 |
| 2015 | 0.022 | -0.033 | -0.041 | 0.059 |
| 2014 | 0.073 | 0.185 | 0.050 | 0.044 |
| 2013 | 0.005 | 0.045 | 0.119 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.197 |
| 3 years | 0.231 |
| 5 years | 0.212 |
| 10 years | 0.187 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.