Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0.044 | 13 |
| 1 month | -0.009 | -0.040 | 17 |
| 3 months | -0.029 | 0.041 | 39 |
| 1 year | 0.175 | 0.144 | 18 |
| 3 years | 0.129 | 0.060 | 67 |
| 5 years | 0.123 | 0.092 | 49 |
| 10 years | 0 | 0.086 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2021 | 0.277 | 0.262 |
| 2020 | 0.040 | 0.029 |
| 2019 | 0.198 | 0.250 |
| 2018 | -0.118 | -0.085 |
| 2017 | 0.200 | 0.159 |
| 2016 | 0.112 | 0.148 |
| 2015 | -0.026 | -0.040 |
| 2014 | — | 0.102 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 0.138 | 0.058 | 0.000 | 0.061 |
| 2020 | -0.275 | 0.170 | 0.051 | 0.166 |
| 2019 | 0.115 | 0.013 | -0.007 | 0.067 |
| 2018 | -0.031 | 0.004 | 0.053 | -0.139 |
| 2017 | 0.042 | 0.013 | 0.057 | 0.076 |
| 2016 | -0.004 | 0.000 | 0.034 | 0.079 |
| 2015 | 0.013 | 0.003 | -0.079 | 0.040 |
| 2014 | 0.013 | 0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.354 |
| 3 years | 0.081 |
| 5 years | 0.108 |
| 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.