Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 74 |
| 1 month | -0.002 | 0 | 72 |
| 3 months | -0.026 | 0 | 69 |
| 1 year | 0.179 | 0 | 44 |
| 3 years | 0.214 | 0 | 27 |
| 5 years | 0.210 | 0 | 2 |
| 10 years | 0.178 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.143 | — |
| 2024 | 0.205 | — |
| 2023 | 0.318 | — |
| 2022 | 0.154 | — |
| 2021 | 0.388 | — |
| 2020 | 0.226 | — |
| 2019 | -0.001 | — |
| 2018 | -0.033 | — |
| 2017 | 0.252 | — |
| 2016 | 0.059 | — |
| 2015 | 0.066 | — |
| 2014 | 0.751 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.085 | -0.013 | 0.069 |
| 2024 | 0.080 | 0.084 | 0.111 | -0.074 |
| 2023 | -0.016 | 0.103 | 0.092 | 0.112 |
| 2022 | 0.048 | -0.055 | 0.077 | 0.082 |
| 2021 | 0.101 | 0.115 | 0.143 | -0.011 |
| 2020 | -0.261 | 0.262 | 0.096 | 0.200 |
| 2019 | 0.024 | 0.001 | -0.047 | 0.022 |
| 2018 | -0.054 | 0.029 | 0.032 | -0.037 |
| 2017 | 0.105 | 0.016 | 0.016 | 0.097 |
| 2016 | -0.041 | 0.105 | 0.042 | -0.040 |
| 2015 | 0.061 | -0.003 | -0.007 | 0.015 |
| 2014 | 0.109 | 0.311 | 0.105 | 0.090 |
| 2013 | -0.042 | 0.027 | 0.185 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.169 |
| 3 years | 0.214 |
| 5 years | 0.210 |
| 10 years | 0.178 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.