Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 26 |
| 1 month | 0.012 | 0 | 21 |
| 3 months | -0.018 | 0 | 21 |
| 1 year | 0.052 | 0 | 100 |
| 3 years | 0.169 | 0 | 32 |
| 5 years | 0.152 | 0 | 17 |
| 10 years | 0.160 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.078 | — |
| 2024 | 0.123 | — |
| 2023 | 0.307 | — |
| 2022 | 0.113 | — |
| 2021 | 0.293 | — |
| 2020 | 0.050 | — |
| 2019 | 0.069 | — |
| 2018 | 0.009 | — |
| 2017 | 0.329 | — |
| 2016 | 0.093 | — |
| 2015 | -0.055 | — |
| 2014 | 0.473 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | 0.072 | -0.025 | 0.053 |
| 2024 | 0.049 | 0.079 | 0.085 | -0.087 |
| 2023 | -0.021 | 0.116 | 0.061 | 0.127 |
| 2022 | 0.021 | -0.062 | 0.081 | 0.076 |
| 2021 | 0.086 | 0.089 | 0.110 | -0.015 |
| 2020 | -0.319 | 0.172 | 0.048 | 0.257 |
| 2019 | 0.070 | 0.028 | -0.074 | 0.049 |
| 2018 | -0.073 | 0.020 | 0.052 | 0.015 |
| 2017 | 0.145 | 0.038 | 0.020 | 0.096 |
| 2016 | -0.044 | 0.099 | 0.082 | -0.038 |
| 2015 | -0.005 | -0.015 | -0.039 | 0.004 |
| 2014 | 0.079 | 0.239 | 0.031 | 0.069 |
| 2013 | 0.003 | -0.040 | 0.167 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.169 |
| 5 years | 0.152 |
| 10 years | 0.160 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.