Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 83 |
| 1 month | -0.051 | 0 | 89 |
| 3 months | -0.043 | 0 | 83 |
| 1 year | 0.004 | 0 | 76 |
| 3 years | 0.065 | 0 | 29 |
| 5 years | -0.047 | 0 | 43 |
| 10 years | 0.056 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.148 | — |
| 2024 | 0.265 | — |
| 2023 | -0.145 | — |
| 2022 | -0.174 | — |
| 2021 | -0.162 | — |
| 2020 | 0.180 | — |
| 2019 | 0.249 | — |
| 2018 | -0.151 | — |
| 2017 | 0.345 | — |
| 2016 | 0.034 | — |
| 2015 | 0.024 | — |
| 2014 | 0.222 | — |
| 2013 | -0.011 | — |
| 2012 | 0.202 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.100 | -0.063 | 0.204 | -0.075 |
| 2024 | -0.003 | 0.079 | 0.182 | -0.006 |
| 2023 | 0.028 | -0.102 | 0.008 | -0.082 |
| 2022 | -0.124 | 0.099 | -0.173 | 0.038 |
| 2021 | 0.036 | 0.012 | -0.164 | -0.044 |
| 2020 | -0.083 | 0.124 | 0.075 | 0.064 |
| 2019 | 0.194 | -0.053 | -0.006 | 0.112 |
| 2018 | -0.007 | 0.016 | -0.072 | -0.094 |
| 2017 | 0.112 | 0.036 | 0.104 | 0.058 |
| 2016 | -0.093 | 0.025 | 0.125 | -0.011 |
| 2015 | 0.217 | 0.020 | -0.224 | 0.062 |
| 2014 | -0.060 | 0.061 | 0.097 | 0.117 |
| 2013 | -0.021 | -0.080 | 0.077 | 0.019 |
| 2012 | 0.070 | -0.009 | 0.031 | 0.100 |
| 2011 | 0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.084 |
| 3 years | 0.034 |
| 5 years | -0.064 |
| 10 years | 0.048 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.