Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.096 | 0 | 1 |
| 1 month | 0.016 | 0 | 1 |
| 3 months | 0.096 | 0 | 1 |
| 1 year | 0.258 | 0 | 3 |
| 3 years | 0.181 | 0 | 1 |
| 5 years | 0.162 | 0 | 4 |
| 10 years | 0.143 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.216 | — |
| 2024 | 0.164 | — |
| 2023 | 0.132 | — |
| 2022 | 0.029 | — |
| 2021 | 0.284 | — |
| 2020 | 0.127 | — |
| 2019 | 0.151 | — |
| 2018 | -0.067 | — |
| 2017 | 0.181 | — |
| 2016 | 0.098 | — |
| 2015 | 0.115 | — |
| 2014 | 0.133 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.096 | — | — | — |
| 2025 | 0.059 | 0.059 | 0.019 | 0.065 |
| 2024 | 0.080 | 0.017 | 0.057 | 0.003 |
| 2023 | 0.066 | 0.039 | -0.009 | 0.033 |
| 2022 | 0.014 | -0.050 | -0.047 | 0.121 |
| 2021 | 0.097 | 0.061 | 0.020 | 0.082 |
| 2020 | -0.165 | 0.118 | 0.088 | 0.109 |
| 2019 | 0.058 | 0.032 | 0.018 | 0.036 |
| 2018 | -0.038 | 0.019 | 0.050 | -0.093 |
| 2017 | 0.028 | 0.066 | 0.048 | 0.028 |
| 2016 | -0.042 | -0.015 | 0.035 | 0.125 |
| 2015 | 0.086 | -0.018 | -0.023 | 0.071 |
| 2014 | 0.034 | 0.076 | -0.044 | 0.065 |
| 2013 | 0.069 | 0.091 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.258 |
| 3 years | 0.181 |
| 5 years | 0.162 |
| 10 years | 0.143 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.