Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | 76 |
| 1 month | -0.117 | 0 | 70 |
| 3 months | -0.139 | 0 | 76 |
| 1 year | 0.010 | 0 | 22 |
| 3 years | 0.147 | 0 | 59 |
| 5 years | 0.126 | 0 | 69 |
| 10 years | 0.175 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.102 | — |
| 2024 | 0.167 | — |
| 2023 | 0.306 | — |
| 2022 | -0.005 | — |
| 2021 | 0.406 | — |
| 2020 | 0.236 | — |
| 2019 | 0.159 | — |
| 2018 | -0.047 | — |
| 2017 | 0.502 | — |
| 2016 | 0.131 | — |
| 2015 | 0.152 | — |
| 2014 | 0.865 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.139 | — | — | — |
| 2025 | -0.060 | 0.122 | -0.017 | 0.064 |
| 2024 | 0.032 | 0.130 | 0.073 | -0.069 |
| 2023 | -0.042 | 0.132 | 0.084 | 0.111 |
| 2022 | -0.029 | -0.087 | 0.085 | 0.035 |
| 2021 | 0.116 | 0.120 | 0.115 | 0.009 |
| 2020 | -0.266 | 0.225 | 0.125 | 0.222 |
| 2019 | 0.064 | 0.018 | -0.012 | 0.083 |
| 2018 | -0.105 | 0.006 | 0.006 | 0.052 |
| 2017 | 0.195 | 0.070 | 0.038 | 0.130 |
| 2016 | -0.062 | 0.134 | 0.117 | -0.049 |
| 2015 | 0.052 | 0.025 | 0.023 | 0.044 |
| 2014 | 0.140 | 0.268 | 0.149 | 0.123 |
| 2013 | 0.003 | -0.020 | 0.220 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.147 |
| 5 years | 0.126 |
| 10 years | 0.175 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.