Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | — |
| 1 month | -0.023 | 0 | — |
| 3 months | -0.023 | 0 | — |
| 1 year | 0.034 | 0 | — |
| 3 years | 0.067 | 0 | — |
| 5 years | 0.037 | 0 | — |
| 10 years | 0.096 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.054 | — |
| 2024 | 0.094 | — |
| 2023 | 0.111 | — |
| 2022 | -0.199 | — |
| 2021 | 0.194 | — |
| 2020 | 0.196 | — |
| 2019 | 0.324 | — |
| 2018 | -0.064 | — |
| 2017 | 0.240 | — |
| 2016 | 0.028 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.062 | 0.087 | 0.020 | 0.014 |
| 2024 | 0.057 | 0.014 | 0.041 | -0.020 |
| 2023 | 0.030 | 0.057 | -0.076 | 0.104 |
| 2022 | -0.072 | -0.196 | -0.029 | 0.105 |
| 2021 | 0.044 | 0.090 | 0.015 | 0.034 |
| 2020 | -0.204 | 0.164 | 0.124 | 0.149 |
| 2019 | 0.147 | 0.034 | 0.010 | 0.104 |
| 2018 | -0.014 | 0.024 | 0.042 | -0.111 |
| 2017 | 0.075 | 0.054 | 0.033 | 0.060 |
| 2016 | -0.037 | 0.002 | 0.071 | -0.005 |
| 2015 | 0.014 | -0.110 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.049 |
| 5 years | 0.026 |
| 10 years | 0.091 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.