Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 50 |
| 1 month | 0.005 | 0 | 55 |
| 3 months | -0.035 | 0 | 55 |
| 1 year | 0.182 | 0 | 34 |
| 3 years | 0.171 | 0 | 63 |
| 5 years | 0.143 | 0 | 54 |
| 10 years | 0.156 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.080 | — |
| 2024 | 0.189 | — |
| 2023 | 0.240 | — |
| 2022 | -0.013 | — |
| 2021 | 0.335 | — |
| 2020 | 0.140 | — |
| 2019 | 0.118 | — |
| 2018 | -0.002 | — |
| 2017 | 0.378 | — |
| 2016 | -0.014 | — |
| 2015 | 0.006 | — |
| 2014 | 0.404 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | 0.120 | -0.018 | 0.032 |
| 2024 | 0.050 | 0.110 | 0.087 | -0.062 |
| 2023 | -0.035 | 0.124 | 0.031 | 0.110 |
| 2022 | -0.029 | -0.101 | 0.104 | 0.024 |
| 2021 | 0.066 | 0.105 | 0.125 | 0.007 |
| 2020 | -0.202 | 0.164 | 0.112 | 0.104 |
| 2019 | 0.073 | 0.020 | -0.016 | 0.038 |
| 2018 | -0.043 | 0.045 | 0.002 | -0.003 |
| 2017 | 0.157 | 0.063 | 0.043 | 0.075 |
| 2016 | -0.067 | 0.060 | 0.084 | -0.080 |
| 2015 | 0.063 | -0.030 | -0.023 | -0.001 |
| 2014 | 0.061 | 0.187 | 0.048 | 0.064 |
| 2013 | 0.020 | -0.003 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.172 |
| 3 years | 0.171 |
| 5 years | 0.143 |
| 10 years | 0.156 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.