Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 55 |
| 1 month | 0.039 | 0 | 46 |
| 3 months | 0.100 | 0 | 58 |
| 1 year | 0.258 | 0 | 38 |
| 3 years | 0.106 | 0 | 41 |
| 5 years | 0.058 | 0 | 35 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.129 | — |
| 2024 | 0.117 | — |
| 2023 | -0.011 | — |
| 2022 | -0.053 | — |
| 2021 | 0.058 | — |
| 2020 | 0.003 | — |
| 2019 | 0.098 | — |
| 2018 | -0.096 | — |
| 2017 | 0.321 | — |
| 2016 | 0.083 | — |
| 2015 | -0.143 | — |
| 2014 | 0.050 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | 0.072 | 0.037 | 0.032 |
| 2024 | 0.008 | -0.005 | 0.178 | -0.055 |
| 2023 | 0.033 | -0.046 | -0.025 | 0.029 |
| 2022 | 0.020 | -0.137 | -0.009 | 0.087 |
| 2021 | 0.021 | -0.006 | 0.028 | 0.014 |
| 2020 | -0.307 | 0.202 | -0.024 | 0.234 |
| 2019 | 0.062 | 0.053 | -0.048 | 0.030 |
| 2018 | 0.036 | -0.110 | 0.028 | -0.046 |
| 2017 | 0.097 | 0.059 | 0.039 | 0.094 |
| 2016 | 0.075 | 0.029 | 0.035 | -0.054 |
| 2015 | 0.014 | -0.050 | -0.168 | 0.068 |
| 2014 | 0.033 | 0.043 | 0.012 | -0.037 |
| 2013 | -0.048 | -0.049 | -0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.195 |
| 3 years | 0.088 |
| 5 years | 0.047 |
| 10 years | 0.063 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.