Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.132 | 0 | 80 |
| 1 month | 0.137 | 0 | 80 |
| 3 months | 0.038 | 0 | 87 |
| 1 year | 0.388 | 0 | 87 |
| 3 years | 0.150 | 0 | 94 |
| 5 years | 0.008 | 0 | 90 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.255 | — |
| 2024 | 0.063 | — |
| 2023 | 0.016 | — |
| 2022 | -0.228 | — |
| 2021 | -0.080 | — |
| 2020 | 0.181 | — |
| 2019 | 0.169 | — |
| 2018 | -0.139 | — |
| 2017 | 0.322 | — |
| 2016 | -0.002 | — |
| 2015 | -0.038 | — |
| 2014 | 0.026 | — |
| 2013 | 0.031 | — |
| 2012 | 0.152 | — |
| 2011 | -0.139 | — |
| 2010 | 0.132 | — |
| 2009 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.005 | — | — | — |
| 2025 | 0.046 | 0.077 | 0.105 | 0.008 |
| 2024 | 0.002 | 0.064 | 0.064 | -0.063 |
| 2023 | 0.041 | -0.032 | -0.042 | 0.053 |
| 2022 | -0.079 | -0.107 | -0.151 | 0.106 |
| 2021 | 0.031 | 0.012 | -0.111 | -0.008 |
| 2020 | -0.233 | 0.174 | 0.089 | 0.204 |
| 2019 | 0.084 | 0.032 | -0.006 | 0.052 |
| 2018 | -0.026 | -0.016 | -0.040 | -0.064 |
| 2017 | 0.111 | 0.060 | 0.043 | 0.076 |
| 2016 | 0.039 | 0.027 | 0.035 | -0.097 |
| 2015 | 0.060 | -0.007 | -0.104 | 0.021 |
| 2014 | 0.032 | 0.028 | 0.004 | -0.036 |
| 2013 | 0.039 | -0.053 | 0.030 | 0.018 |
| 2012 | 0.102 | -0.071 | 0.086 | 0.036 |
| 2011 | 0.033 | 0.007 | -0.179 | 0.008 |
| 2010 | 0.016 | -0.091 | 0.149 | 0.067 |
| 2009 | -0.011 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.388 |
| 3 years | 0.150 |
| 5 years | 0.008 |
| 10 years | 0.051 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.