Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 13 |
| 1 month | -0.058 | 0 | 12 |
| 3 months | -0.033 | 0 | 13 |
| 1 year | 0.173 | 0 | 12 |
| 3 years | 0.070 | 0 | 12 |
| 5 years | 0.022 | 0 | 47 |
| 10 years | 0.080 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.193 | — |
| 2024 | -0.027 | — |
| 2023 | 0.058 | — |
| 2022 | -0.110 | — |
| 2021 | 0.025 | — |
| 2020 | 0.250 | — |
| 2019 | 0.303 | — |
| 2018 | -0.030 | — |
| 2017 | 0.210 | — |
| 2016 | -0.094 | — |
| 2015 | 0.153 | — |
| 2014 | 0.286 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.033 | — | — | — |
| 2025 | -0.017 | -0.030 | 0.080 | 0.158 |
| 2024 | 0.058 | 0.013 | 0.039 | -0.127 |
| 2023 | -0.031 | 0.056 | -0.051 | 0.089 |
| 2022 | -0.078 | -0.082 | -0.050 | 0.106 |
| 2021 | -0.030 | 0.077 | -0.035 | 0.016 |
| 2020 | -0.134 | 0.213 | 0.065 | 0.117 |
| 2019 | 0.143 | -0.006 | -0.046 | 0.203 |
| 2018 | 0.023 | 0.027 | 0.105 | -0.165 |
| 2017 | 0.128 | 0.072 | 0.020 | -0.019 |
| 2016 | -0.132 | 0.060 | 0.054 | -0.065 |
| 2015 | 0.097 | 0.046 | -0.098 | 0.114 |
| 2014 | 0.089 | 0.046 | 0.003 | 0.125 |
| 2013 | 0.045 | 0.105 | 0.112 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.173 |
| 3 years | 0.070 |
| 5 years | 0.022 |
| 10 years | 0.080 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.