Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 47 |
| 1 month | -0.008 | 0 | 100 |
| 3 months | -0.009 | 0 | 57 |
| 1 year | -0.011 | 0 | 60 |
| 3 years | 0.012 | 0 | 63 |
| 5 years | -0.013 | 0 | 45 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.002 | — |
| 2024 | 0.012 | — |
| 2023 | 0.065 | — |
| 2022 | -0.109 | — |
| 2021 | 0.022 | — |
| 2020 | 0.016 | — |
| 2019 | 0.060 | — |
| 2018 | -0.051 | — |
| 2017 | 0.035 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.016 | 0.018 | — | — |
| 2025 | -0.004 | 0.012 | -0.002 | -0.004 |
| 2024 | 0.004 | -0.007 | 0.030 | -0.016 |
| 2023 | 0.020 | 0.002 | 0.008 | 0.034 |
| 2022 | -0.036 | -0.095 | -0.016 | 0.038 |
| 2021 | 0.019 | 0.010 | 0.000 | -0.007 |
| 2020 | -0.076 | 0.038 | 0.012 | 0.047 |
| 2019 | 0.037 | 0.001 | -0.002 | 0.023 |
| 2018 | -0.017 | -0.008 | 0.002 | -0.029 |
| 2017 | 0.015 | 0.011 | 0.003 | 0.005 |
| 2016 | -0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | -0.005 |
| 5 years | -0.023 |
| 10 years | -0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.