Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 51 |
| 1 month | -0.003 | 0 | 56 |
| 3 months | -0.039 | 0 | 73 |
| 1 year | 0.135 | 0 | 76 |
| 3 years | 0.157 | 0 | 46 |
| 5 years | 0.126 | 0 | 69 |
| 10 years | 0.155 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.073 | — |
| 2024 | 0.178 | — |
| 2023 | 0.222 | — |
| 2022 | 0.008 | — |
| 2021 | 0.245 | — |
| 2020 | 0.231 | — |
| 2019 | 0.157 | — |
| 2018 | 0.034 | — |
| 2017 | 0.314 | — |
| 2016 | 0.019 | — |
| 2015 | -0.005 | — |
| 2014 | 0.359 | — |
| 2013 | 0.050 | — |
| 2012 | 0.284 | — |
| 2011 | -0.128 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | 0.089 | -0.032 | 0.043 |
| 2024 | 0.055 | 0.096 | 0.082 | -0.059 |
| 2023 | -0.032 | 0.116 | 0.026 | 0.103 |
| 2022 | -0.022 | -0.092 | 0.091 | 0.040 |
| 2021 | 0.052 | 0.080 | 0.103 | -0.006 |
| 2020 | -0.208 | 0.171 | 0.084 | 0.225 |
| 2019 | 0.054 | 0.031 | 0.002 | 0.062 |
| 2018 | -0.030 | 0.051 | 0.009 | 0.006 |
| 2017 | 0.146 | 0.041 | 0.039 | 0.059 |
| 2016 | -0.025 | 0.056 | 0.081 | -0.085 |
| 2015 | 0.050 | -0.023 | -0.023 | -0.006 |
| 2014 | 0.055 | 0.159 | 0.051 | 0.057 |
| 2013 | -0.047 | 0.021 | 0.003 | 0.075 |
| 2012 | 0.137 | 0.010 | 0.073 | 0.042 |
| 2011 | -0.014 | 0.005 | -0.071 | -0.052 |
| 2010 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.125 |
| 3 years | 0.157 |
| 5 years | 0.126 |
| 10 years | 0.155 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.