Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 96 |
| 1 month | -0.059 | 0 | 47 |
| 3 months | -0.082 | 0 | 96 |
| 1 year | 0.008 | 0 | 94 |
| 3 years | 0.082 | 0 | 74 |
| 5 years | 0.045 | 0 | 88 |
| 10 years | 0.101 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.051 | — |
| 2024 | 0.176 | — |
| 2023 | 0.165 | — |
| 2022 | -0.127 | — |
| 2021 | 0.121 | — |
| 2020 | 0.263 | — |
| 2019 | 0.221 | — |
| 2018 | -0.053 | — |
| 2017 | 0.092 | — |
| 2016 | 0.306 | — |
| 2015 | 0.002 | — |
| 2014 | 0.105 | — |
| 2013 | 0.183 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.082 | — | — | — |
| 2025 | -0.042 | 0.044 | 0.037 | 0.013 |
| 2024 | 0.118 | 0.009 | -0.006 | 0.049 |
| 2023 | 0.043 | 0.053 | -0.015 | 0.077 |
| 2022 | -0.067 | -0.096 | 0.006 | 0.029 |
| 2021 | 0.039 | 0.046 | -0.013 | 0.045 |
| 2020 | -0.139 | 0.238 | 0.033 | 0.147 |
| 2019 | 0.119 | 0.064 | 0.024 | 0.001 |
| 2018 | -0.073 | 0.071 | 0.067 | -0.106 |
| 2017 | 0.029 | -0.012 | 0.016 | 0.058 |
| 2016 | 0.036 | 0.077 | 0.079 | 0.086 |
| 2015 | 0.031 | -0.049 | -0.055 | 0.080 |
| 2014 | 0.007 | 0.023 | 0.023 | 0.050 |
| 2013 | 0.141 | -0.002 | 0.001 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.075 |
| 5 years | 0.041 |
| 10 years | 0.098 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.