Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 87 |
| 1 month | -0.034 | 0 | 94 |
| 3 months | -0.070 | 0 | 77 |
| 1 year | -0.026 | 0 | 86 |
| 3 years | 0.077 | 0 | 92 |
| 5 years | 0.080 | 0 | 71 |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.020 | — |
| 2024 | 0.096 | — |
| 2023 | 0.251 | — |
| 2022 | -0.138 | — |
| 2021 | 0.290 | — |
| 2020 | 0.200 | — |
| 2019 | 0.269 | — |
| 2018 | 0.076 | — |
| 2017 | 0.096 | — |
| 2016 | 0.441 | — |
| 2015 | 0.017 | — |
| 2014 | 0.190 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | 0.052 | 0.042 | 0.008 |
| 2024 | 0.079 | -0.013 | -0.042 | 0.073 |
| 2023 | 0.067 | 0.066 | 0.023 | 0.075 |
| 2022 | -0.087 | -0.107 | 0.065 | -0.007 |
| 2021 | 0.024 | 0.122 | 0.046 | 0.072 |
| 2020 | -0.065 | 0.177 | 0.029 | 0.060 |
| 2019 | 0.117 | 0.079 | 0.050 | 0.002 |
| 2018 | -0.026 | 0.140 | 0.064 | -0.088 |
| 2017 | 0.038 | 0.002 | -0.009 | 0.063 |
| 2016 | 0.047 | 0.070 | 0.087 | 0.183 |
| 2015 | 0.073 | -0.062 | -0.066 | 0.081 |
| 2014 | 0.014 | 0.017 | 0.049 | 0.101 |
| 2013 | 0.003 | -0.029 | 0.068 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | 0.077 |
| 5 years | 0.080 |
| 10 years | 0.139 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.