Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | — |
| 1 month | -0.056 | 0 | — |
| 3 months | -0.013 | 0 | — |
| 1 year | 0.054 | 0 | — |
| 3 years | 0.202 | 0 | — |
| 5 years | 0.122 | 0 | — |
| 10 years | 0.158 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | 0.133 | — |
| 2024 | 0.226 | — |
| 2023 | 0.339 | — |
| 2022 | -0.181 | — |
| 2021 | 0.238 | — |
| 2020 | 0.240 | — |
| 2019 | 0.330 | — |
| 2018 | 0.088 | — |
| 2017 | 0.180 | — |
| 2016 | 0.092 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | 0.079 | 0.048 | 0.032 |
| 2024 | 0.119 | 0.012 | 0.024 | 0.057 |
| 2023 | 0.069 | 0.118 | -0.016 | 0.138 |
| 2022 | -0.065 | -0.131 | -0.045 | 0.056 |
| 2021 | 0.086 | 0.084 | -0.010 | 0.062 |
| 2020 | -0.143 | 0.243 | 0.047 | 0.112 |
| 2019 | 0.133 | 0.051 | 0.007 | 0.108 |
| 2018 | -0.006 | 0.135 | 0.111 | -0.132 |
| 2017 | 0.021 | 0.061 | 0.060 | 0.027 |
| 2016 | 0.003 | 0.020 | 0.054 | 0.013 |
| 2015 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.202 |
| 5 years | 0.122 |
| 10 years | 0.158 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.