Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 82 |
| 1 month | -0.028 | 0 | 72 |
| 3 months | 0.036 | 0 | 30 |
| 1 year | 0.240 | 0 | 21 |
| 3 years | 0.137 | 0 | 8 |
| 5 years | -0.005 | 0 | 30 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.363 | — |
| 2024 | 0.190 | — |
| 2023 | -0.126 | — |
| 2022 | -0.151 | — |
| 2021 | -0.165 | — |
| 2020 | 0.096 | — |
| 2019 | 0.150 | — |
| 2018 | -0.143 | — |
| 2017 | 0.406 | — |
| 2016 | 0.023 | — |
| 2015 | -0.075 | — |
| 2014 | 0.018 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.154 | 0.060 | 0.163 | -0.042 |
| 2024 | -0.032 | 0.067 | 0.226 | -0.061 |
| 2023 | 0.032 | -0.075 | -0.039 | -0.048 |
| 2022 | -0.064 | 0.008 | -0.223 | 0.157 |
| 2021 | 0.036 | 0.020 | -0.149 | -0.072 |
| 2020 | -0.157 | 0.090 | 0.038 | 0.150 |
| 2019 | 0.144 | -0.015 | -0.069 | 0.097 |
| 2018 | 0.002 | -0.034 | -0.037 | -0.081 |
| 2017 | 0.107 | 0.080 | 0.093 | 0.076 |
| 2016 | -0.047 | 0.006 | 0.119 | -0.047 |
| 2015 | 0.050 | 0.054 | -0.202 | 0.047 |
| 2014 | -0.053 | 0.041 | -0.001 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.240 |
| 3 years | 0.137 |
| 5 years | -0.005 |
| 10 years | 0.064 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.