Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 50 |
| 1 month | 0.057 | 0 | 26 |
| 3 months | 0.009 | 0 | 38 |
| 1 year | 0.126 | 0 | 45 |
| 3 years | 0.089 | 0 | 34 |
| 5 years | 0.028 | 0 | 63 |
| 10 years | 0.035 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.092 | — |
| 2024 | 0.099 | — |
| 2023 | 0.101 | — |
| 2022 | -0.178 | — |
| 2021 | 0.062 | — |
| 2020 | 0.070 | — |
| 2019 | 0.138 | — |
| 2018 | -0.070 | — |
| 2017 | 0.040 | — |
| 2016 | -0.029 | — |
| 2015 | 0.031 | — |
| 2014 | 0.081 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.034 | — | — | — |
| 2025 | -0.013 | 0.052 | 0.031 | 0.019 |
| 2024 | 0.043 | 0.002 | 0.053 | -0.002 |
| 2023 | 0.050 | 0.008 | -0.044 | 0.088 |
| 2022 | -0.054 | -0.096 | -0.062 | 0.025 |
| 2021 | 0.017 | 0.023 | 0.001 | 0.020 |
| 2020 | -0.129 | 0.110 | 0.042 | 0.062 |
| 2019 | 0.066 | 0.021 | 0.012 | 0.033 |
| 2018 | -0.002 | -0.023 | 0.017 | -0.062 |
| 2017 | 0.004 | 0.003 | 0.014 | 0.018 |
| 2016 | -0.041 | -0.018 | 0.000 | 0.030 |
| 2015 | 0.097 | -0.047 | -0.053 | 0.041 |
| 2014 | 0.015 | 0.023 | 0.032 | 0.010 |
| 2013 | 0.000 | 0.020 | 0.036 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.089 |
| 5 years | 0.028 |
| 10 years | 0.035 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.