Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 25 |
| 1 month | -0.155 | 0 | 100 |
| 3 months | 0.024 | 0 | 25 |
| 1 year | 0.342 | 0 | 7 |
| 3 years | 0.140 | 0 | 22 |
| 5 years | 0.027 | 0 | 50 |
| 10 years | 0.075 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.255 | — |
| 2024 | 0.095 | — |
| 2023 | 0.101 | — |
| 2022 | -0.214 | — |
| 2021 | -0.027 | — |
| 2020 | 0.176 | — |
| 2019 | 0.183 | — |
| 2018 | -0.114 | — |
| 2017 | 0.361 | — |
| 2016 | 0.059 | — |
| 2015 | -0.063 | — |
| 2014 | 0.043 | — |
| 2013 | 0.037 | — |
| 2012 | 0.221 | — |
| 2011 | -0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | 0.024 | — | — | — |
| 2025 | -0.043 | 0.153 | 0.059 | 0.073 |
| 2024 | 0.050 | 0.074 | 0.054 | -0.079 |
| 2023 | 0.044 | -0.003 | -0.044 | 0.106 |
| 2022 | -0.055 | -0.113 | -0.118 | 0.064 |
| 2021 | 0.033 | 0.033 | -0.083 | -0.005 |
| 2020 | -0.199 | 0.176 | 0.088 | 0.146 |
| 2019 | 0.109 | 0.005 | -0.032 | 0.095 |
| 2018 | 0.005 | -0.017 | -0.025 | -0.080 |
| 2017 | 0.124 | 0.056 | 0.060 | 0.082 |
| 2016 | 0.018 | 0.022 | 0.078 | -0.056 |
| 2015 | 0.047 | 0.001 | -0.148 | 0.050 |
| 2014 | 0.017 | 0.059 | -0.034 | 0.002 |
| 2013 | 0.024 | -0.065 | 0.060 | 0.023 |
| 2012 | 0.140 | -0.084 | 0.102 | 0.061 |
| 2011 | 0.012 | -0.005 | -0.203 | 0.053 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.342 |
| 3 years | 0.140 |
| 5 years | 0.027 |
| 10 years | 0.075 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.