Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | — |
| 1 month | -0.089 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.110 | 0 | — |
| 3 years | 0.148 | 0 | — |
| 5 years | 0.114 | 0 | — |
| 10 years | 0.119 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.165 | — |
| 2024 | 0.165 | — |
| 2023 | 0.144 | — |
| 2022 | -0.043 | — |
| 2021 | 0.249 | — |
| 2020 | 0.197 | — |
| 2019 | 0.166 | — |
| 2018 | 0.029 | — |
| 2017 | 0.176 | — |
| 2016 | 0.081 | — |
| 2015 | 0.004 | — |
| 2014 | 0.188 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.061 | — | — | — |
| 2025 | -0.014 | 0.069 | 0.034 | 0.069 |
| 2024 | 0.022 | 0.095 | 0.077 | -0.034 |
| 2023 | -0.037 | 0.088 | 0.022 | 0.069 |
| 2022 | -0.028 | -0.104 | 0.082 | 0.016 |
| 2021 | 0.015 | 0.087 | 0.109 | 0.021 |
| 2020 | -0.182 | 0.146 | 0.077 | 0.187 |
| 2019 | 0.023 | 0.054 | 0.031 | 0.048 |
| 2018 | 0.003 | 0.011 | -0.016 | 0.031 |
| 2017 | 0.066 | 0.032 | 0.040 | 0.028 |
| 2016 | 0.032 | 0.066 | 0.041 | -0.056 |
| 2015 | 0.026 | 0.003 | -0.008 | -0.017 |
| 2014 | 0.034 | 0.068 | 0.026 | 0.049 |
| 2013 | -0.026 | 0.027 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.148 |
| 5 years | 0.114 |
| 10 years | 0.119 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.