Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 39 |
| 1 month | 0.038 | 0 | 38 |
| 3 months | 0.044 | 0 | 45 |
| 1 year | 0.147 | 0 | 43 |
| 3 years | 0.118 | 0 | 41 |
| 5 years | 0.078 | 0 | 62 |
| 10 years | 0.067 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.127 | — |
| 2024 | 0.124 | — |
| 2023 | 0.082 | — |
| 2022 | -0.097 | — |
| 2021 | 0.130 | — |
| 2020 | 0.042 | — |
| 2019 | 0.129 | — |
| 2018 | -0.061 | — |
| 2017 | 0.058 | — |
| 2016 | 0.074 | — |
| 2015 | 0.002 | — |
| 2014 | 0.097 | — |
| 2013 | 0.151 | — |
| 2012 | 0.049 | — |
| 2011 | -0.014 | — |
| 2010 | 0.077 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | 0.034 | 0.064 | 0.014 |
| 2024 | 0.042 | -0.004 | 0.065 | 0.016 |
| 2023 | 0.033 | 0.009 | -0.034 | 0.074 |
| 2022 | -0.025 | -0.103 | -0.015 | 0.048 |
| 2021 | 0.033 | 0.043 | 0.001 | 0.047 |
| 2020 | -0.125 | 0.095 | 0.026 | 0.060 |
| 2019 | 0.079 | 0.016 | 0.012 | 0.018 |
| 2018 | -0.017 | 0.024 | 0.000 | -0.067 |
| 2017 | 0.019 | -0.001 | 0.004 | 0.036 |
| 2016 | -0.006 | 0.020 | 0.033 | 0.025 |
| 2015 | 0.044 | -0.021 | -0.035 | 0.015 |
| 2014 | 0.040 | 0.026 | 0.008 | 0.021 |
| 2013 | 0.053 | -0.004 | 0.029 | 0.066 |
| 2012 | 0.036 | -0.025 | 0.028 | 0.010 |
| 2011 | 0.027 | -0.013 | -0.058 | 0.033 |
| 2010 | 0.019 | -0.042 | 0.060 | 0.041 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.147 |
| 3 years | 0.118 |
| 5 years | 0.078 |
| 10 years | 0.067 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.