Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | — |
| 1 month | -0.005 | 0 | — |
| 3 months | 0.066 | 0 | — |
| 1 year | 0.389 | 0 | — |
| 3 years | 0.230 | 0 | — |
| 5 years | 0.229 | 0 | — |
| 10 years | 0.142 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.554 | — |
| 2024 | 0.153 | — |
| 2023 | 0.134 | — |
| 2022 | 0.108 | — |
| 2021 | 0.265 | — |
| 2020 | -0.116 | — |
| 2019 | 0.198 | — |
| 2018 | -0.140 | — |
| 2017 | 0.282 | — |
| 2016 | -0.021 | — |
| 2015 | 0.037 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.183 | 0.161 | 0.092 | 0.037 |
| 2024 | 0.110 | -0.037 | 0.018 | 0.060 |
| 2023 | 0.072 | -0.016 | -0.009 | 0.084 |
| 2022 | 0.114 | -0.079 | -0.041 | 0.128 |
| 2021 | 0.092 | 0.078 | 0.029 | 0.045 |
| 2020 | -0.269 | 0.070 | 0.010 | 0.118 |
| 2019 | 0.112 | 0.053 | 0.022 | 0.002 |
| 2018 | -0.019 | 0.028 | 0.046 | -0.184 |
| 2017 | 0.102 | 0.035 | 0.097 | 0.025 |
| 2016 | -0.102 | -0.105 | 0.127 | 0.080 |
| 2015 | 0.120 | -0.024 | -0.078 | 0.028 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.307 |
| 3 years | 0.206 |
| 5 years | 0.214 |
| 10 years | 0.135 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.