Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 16 |
| 1 month | 0.005 | 0 | 26 |
| 3 months | 0.014 | 0 | 16 |
| 1 year | 0.067 | 0 | 16 |
| 3 years | 0.073 | 0 | 12 |
| 5 years | 0.063 | 0 | 21 |
| 10 years | 0.068 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.073 | — |
| 2024 | 0.078 | — |
| 2023 | 0.073 | — |
| 2022 | 0.048 | — |
| 2021 | 0.037 | — |
| 2020 | 0.058 | — |
| 2019 | 0.081 | — |
| 2018 | 0.079 | — |
| 2017 | 0.076 | — |
| 2016 | 0.094 | — |
| 2015 | 0.088 | — |
| 2014 | 0.107 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.014 | — | — | — |
| 2025 | 0.020 | 0.020 | 0.016 | 0.015 |
| 2024 | 0.019 | 0.018 | 0.019 | 0.019 |
| 2023 | 0.018 | 0.019 | 0.018 | 0.017 |
| 2022 | 0.011 | 0.008 | 0.013 | 0.016 |
| 2021 | 0.009 | 0.009 | 0.010 | 0.009 |
| 2020 | 0.015 | 0.021 | 0.010 | 0.010 |
| 2019 | 0.022 | 0.018 | 0.022 | 0.017 |
| 2018 | 0.019 | 0.017 | 0.018 | 0.023 |
| 2017 | 0.021 | 0.020 | 0.019 | 0.014 |
| 2016 | 0.024 | 0.023 | 0.024 | 0.020 |
| 2015 | 0.027 | 0.011 | 0.025 | 0.022 |
| 2014 | 0.022 | 0.026 | 0.023 | 0.033 |
| 2013 | 0.019 | 0.008 | 0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.073 |
| 5 years | 0.063 |
| 10 years | 0.068 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.