Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | — |
| 1 month | -0.052 | 0 | — |
| 3 months | -0.059 | 0 | — |
| 1 year | 0.011 | 0 | — |
| 3 years | 0.108 | 0 | — |
| 5 years | 0.104 | 0 | — |
| 10 years | 0.097 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.067 | — |
| 2024 | 0.152 | — |
| 2023 | 0.174 | — |
| 2022 | 0.060 | — |
| 2021 | 0.193 | — |
| 2020 | 0.132 | — |
| 2019 | -0.005 | — |
| 2018 | -0.006 | — |
| 2017 | 0.177 | — |
| 2016 | 0.108 | — |
| 2015 | 0.059 | — |
| 2014 | 0.237 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.059 | — | — | — |
| 2025 | -0.007 | 0.054 | -0.015 | 0.035 |
| 2024 | 0.038 | 0.065 | 0.060 | -0.017 |
| 2023 | -0.001 | 0.072 | 0.036 | 0.059 |
| 2022 | 0.007 | -0.028 | 0.048 | 0.033 |
| 2021 | 0.046 | 0.063 | 0.071 | 0.002 |
| 2020 | -0.118 | 0.109 | 0.047 | 0.105 |
| 2019 | 0.022 | -0.038 | -0.012 | 0.024 |
| 2018 | -0.016 | -0.001 | -0.003 | 0.015 |
| 2017 | 0.061 | 0.037 | 0.021 | 0.049 |
| 2016 | -0.007 | 0.061 | 0.052 | 0.000 |
| 2015 | 0.027 | -0.004 | 0.024 | 0.010 |
| 2014 | 0.034 | 0.103 | 0.042 | 0.041 |
| 2013 | 0.021 | -0.017 | 0.062 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.108 |
| 5 years | 0.104 |
| 10 years | 0.097 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.