Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 83 |
| 1 month | -0.091 | 0 | 70 |
| 3 months | -0.115 | 0 | 83 |
| 1 year | -0.052 | 0 | 91 |
| 3 years | 0.160 | 0 | 7 |
| 5 years | 0.141 | 0 | 12 |
| 10 years | 0.124 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | -0.016 | — |
| 2024 | 0.293 | — |
| 2023 | 0.355 | — |
| 2022 | 0.091 | — |
| 2021 | 0.239 | — |
| 2020 | 0.315 | — |
| 2019 | -0.072 | — |
| 2018 | 0.014 | — |
| 2017 | 0.191 | — |
| 2016 | 0.038 | — |
| 2015 | 0.009 | — |
| 2014 | 0.346 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.115 | — | — | — |
| 2025 | -0.081 | 0.091 | -0.032 | 0.014 |
| 2024 | 0.092 | 0.163 | 0.053 | -0.033 |
| 2023 | -0.021 | 0.114 | 0.112 | 0.117 |
| 2022 | -0.001 | -0.060 | 0.084 | 0.072 |
| 2021 | 0.068 | 0.084 | 0.111 | -0.036 |
| 2020 | -0.217 | 0.126 | 0.231 | 0.211 |
| 2019 | 0.036 | -0.100 | -0.058 | 0.057 |
| 2018 | -0.024 | 0.019 | 0.015 | 0.004 |
| 2017 | 0.087 | 0.030 | 0.022 | 0.041 |
| 2016 | -0.015 | 0.058 | 0.026 | -0.030 |
| 2015 | 0.044 | -0.008 | -0.026 | 0.000 |
| 2014 | 0.050 | 0.201 | 0.057 | 0.009 |
| 2013 | 0.092 | 0.007 | 0.109 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | 0.160 |
| 5 years | 0.141 |
| 10 years | 0.124 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.