Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.061 | 0.128 | 85 |
| 1 month | 0.005 | -0.011 | 95 |
| 3 months | 0.084 | 0.076 | 87 |
| 1 year | 0.402 | 0.372 | 11 |
| 3 years | 0.231 | 0.094 | 6 |
| 5 years | 0.154 | 0.109 | 6 |
| 10 years | 0.125 | 0.065 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.468 | — |
| 2024 | 0.105 | — |
| 2023 | 0.191 | — |
| 2022 | -0.122 | — |
| 2021 | 0.142 | — |
| 2020 | 0.110 | 0.080 |
| 2019 | 0.233 | 0.247 |
| 2018 | -0.167 | -0.151 |
| 2017 | 0.321 | 0.237 |
| 2016 | -0.025 | -0.017 |
| 2015 | 0.057 | 0.017 |
| 2014 | -0.053 | -0.073 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.157 | 0.189 | 0.032 | 0.035 |
| 2024 | 0.092 | -0.003 | 0.089 | -0.067 |
| 2023 | 0.108 | 0.012 | -0.038 | 0.104 |
| 2022 | -0.067 | -0.098 | -0.142 | 0.215 |
| 2021 | 0.024 | 0.081 | -0.006 | 0.039 |
| 2020 | -0.222 | 0.196 | 0.034 | 0.154 |
| 2019 | 0.089 | 0.064 | -0.028 | 0.095 |
| 2018 | -0.013 | -0.026 | 0.013 | -0.144 |
| 2017 | 0.105 | 0.109 | 0.051 | 0.025 |
| 2016 | -0.012 | -0.016 | 0.050 | -0.045 |
| 2015 | 0.046 | 0.015 | -0.054 | 0.053 |
| 2014 | 0.008 | 0.016 | -0.075 | 0.000 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.402 |
| 3 years | 0.231 |
| 5 years | 0.154 |
| 10 years | 0.125 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.