Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.090 | 0 | 26 |
| 1 month | 0.061 | 0 | 20 |
| 3 months | 0.095 | 0 | 28 |
| 1 year | 0.162 | 0 | 15 |
| 3 years | 0.146 | 0 | 20 |
| 5 years | 0.123 | 0 | 31 |
| 10 years | 0.099 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.111 | — |
| 2024 | 0.191 | — |
| 2023 | 0.065 | — |
| 2022 | -0.052 | — |
| 2021 | 0.295 | — |
| 2020 | -0.001 | — |
| 2019 | 0.247 | — |
| 2018 | -0.071 | — |
| 2017 | 0.035 | — |
| 2016 | 0.066 | — |
| 2015 | 0.068 | — |
| 2014 | 0.224 | — |
| 2013 | 0.140 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | 0.003 | 0.053 | 0.054 |
| 2024 | 0.104 | 0.021 | 0.023 | 0.033 |
| 2023 | 0.008 | 0.024 | -0.001 | 0.033 |
| 2022 | -0.005 | -0.067 | -0.009 | 0.031 |
| 2021 | 0.154 | 0.039 | 0.008 | 0.071 |
| 2020 | -0.189 | 0.120 | 0.024 | 0.075 |
| 2019 | 0.117 | 0.007 | 0.056 | 0.051 |
| 2018 | -0.054 | 0.054 | 0.035 | -0.100 |
| 2017 | 0.030 | -0.046 | 0.009 | 0.043 |
| 2016 | -0.045 | 0.005 | 0.032 | 0.077 |
| 2015 | 0.133 | -0.040 | -0.091 | 0.080 |
| 2014 | 0.025 | 0.065 | 0.068 | 0.050 |
| 2013 | 0.103 | -0.019 | 0.016 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.146 |
| 5 years | 0.123 |
| 10 years | 0.099 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.