Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | — |
| 1 month | 0.006 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.086 | 0 | — |
| 3 years | 0.132 | 0 | — |
| 5 years | 0.128 | 0 | — |
| 10 years | 0.139 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.017 | — |
| 2024 | 0.138 | — |
| 2023 | 0.238 | — |
| 2022 | 0.082 | — |
| 2021 | 0.224 | — |
| 2020 | 0.153 | — |
| 2019 | 0.068 | — |
| 2018 | -0.014 | — |
| 2017 | 0.248 | — |
| 2016 | 0.100 | — |
| 2015 | 0.008 | — |
| 2014 | 0.206 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | 0.022 | 0.012 | 0.016 |
| 2024 | 0.033 | 0.062 | 0.053 | -0.014 |
| 2023 | 0.002 | 0.093 | 0.059 | 0.067 |
| 2022 | 0.000 | -0.043 | 0.086 | 0.041 |
| 2021 | 0.055 | 0.089 | 0.055 | 0.010 |
| 2020 | -0.174 | 0.156 | 0.084 | 0.114 |
| 2019 | 0.050 | 0.012 | -0.024 | 0.030 |
| 2018 | -0.046 | -0.010 | 0.019 | 0.025 |
| 2017 | 0.106 | 0.042 | 0.012 | 0.070 |
| 2016 | -0.038 | 0.086 | 0.079 | -0.025 |
| 2015 | 0.014 | -0.009 | -0.012 | 0.016 |
| 2014 | 0.028 | 0.047 | 0.032 | 0.085 |
| 2013 | 0.043 | -0.025 | 0.023 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.132 |
| 5 years | 0.128 |
| 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.