Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 75 |
| 1 month | 0.004 | 0 | 59 |
| 3 months | -0.039 | 0 | 74 |
| 1 year | 0.168 | 0 | 59 |
| 3 years | 0.171 | 0 | 41 |
| 5 years | 0.134 | 0 | 51 |
| 10 years | 0.127 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.076 | — |
| 2024 | 0.170 | — |
| 2023 | 0.261 | — |
| 2022 | -0.014 | — |
| 2021 | 0.297 | — |
| 2020 | 0.121 | — |
| 2019 | 0.030 | — |
| 2018 | -0.090 | — |
| 2017 | 0.324 | — |
| 2016 | 0.070 | — |
| 2015 | 0.057 | — |
| 2014 | 0.438 | — |
| 2013 | 0.044 | — |
| 2012 | 0.242 | — |
| 2011 | -0.200 | — |
| 2010 | 0.209 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.146 | — | — | — |
| 2025 | -0.051 | 0.113 | -0.028 | 0.047 |
| 2024 | 0.026 | 0.123 | 0.088 | -0.067 |
| 2023 | -0.050 | 0.135 | 0.042 | 0.123 |
| 2022 | -0.024 | -0.108 | 0.105 | 0.025 |
| 2021 | 0.061 | 0.085 | 0.129 | -0.002 |
| 2020 | -0.278 | 0.181 | 0.075 | 0.222 |
| 2019 | 0.043 | 0.001 | -0.045 | 0.034 |
| 2018 | -0.053 | 0.003 | -0.025 | -0.018 |
| 2017 | 0.115 | 0.054 | 0.035 | 0.089 |
| 2016 | -0.028 | 0.096 | 0.052 | -0.045 |
| 2015 | 0.072 | -0.013 | -0.028 | 0.028 |
| 2014 | 0.054 | 0.175 | 0.103 | 0.053 |
| 2013 | -0.034 | 0.027 | -0.036 | 0.092 |
| 2012 | 0.129 | -0.013 | 0.074 | 0.038 |
| 2011 | -0.056 | -0.011 | -0.073 | -0.075 |
| 2010 | 0.005 | 0.062 | 0.119 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.168 |
| 3 years | 0.171 |
| 5 years | 0.134 |
| 10 years | 0.127 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.